Private Wealth Advisor | Holistic Financial Planning

JPMorganChase; Boardman Township (OH); On-site; USD 95,000 - 170,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment solutions to individuals and families. You will build relationships, deliver personalized advice, and leverage digital tools to enhance the client experience.

Required: at least 2 years as a Financial Advisor, Series 7 and Series 66, Life/Health/LTC licenses (or obtain within 60 days). CFP preferred; Bachelor's degree preferred.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Responsibilities

• Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to the firm's by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of the firm's clients' needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Client acquisition

Relationship management

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC Insurance license

Education

Bachelor's degree

CFP certification preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment solutions to individuals and families. You will build relationships, deliver personalized advice, and leverage digital tools to enhance the client experience.

Required: at least 2 years as a Financial Advisor, Series 7 and Series 66, Life/Health/LTC licenses (or obtain within 60 days). CFP preferred; Bachelor's degree preferred.