Private Wealth Advisor – Holistic Financial Planning

Aumni; United States; On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment advice to individuals and families.

You will build client relationships, provide advised solutions, and collaborate with Chase partners to deepen client engagement. The role emphasizes goals-based planning, strong integrity, and the ability to educate clients on digital tools and channels for monitoring and managing investments.

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.
• Licensing requirements: Series 7, Series 66, Life/Health/Long-Term Care; licenses must be active or obtained within 60 days.

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 your clients focusing on relationship management.
• Demonstrate understanding of financial markets and sound business judgement.
• Exhibit integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor, maintain, and handle investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Promote digital tools to help clients be more digitally confident and bank how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Market knowledge

Education

Series 7 license

Series 66 license

Life/Health/Long-Term Care license

Bachelor's degree (preferred)

Job description

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment advice to individuals and families.

You will build client relationships, provide advised solutions, and collaborate with Chase partners to deepen client engagement. The role emphasizes goals-based planning, strong integrity, and the ability to educate clients on digital tools and channels for monitoring and managing investments.