Private Wealth Advisor – Holistic Planning

Fairygodboss; Florence (KY); On-site; USD 80,000 - 110,000; Full time

Job summary

J.P. Morgan Chase is hiring a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and invest with a client-focused approach. You will build relationships across individuals and families, offering tailored advice and coordinating with partners to deepen client engagement.

The role emphasizes integrity, ongoing client education, and a holistic financial view, leveraging digital tools to enhance the client experience and accessibility.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 license required.
• Active Series 66 (63/65) required or to be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license required or to be obtained within 60 days of starting.

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 clients by relying on leadership and relationship-building skills
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Educate clients on technology and channels available to monitor, maintain, and handle 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 relationship management

Goals-based planning

Financial markets knowledge

Interpersonal communication

Education

CFP certification

Bachelor's degree

Tools

Series 7 license

Series 66 license

Life/Health/LTC license

Job description

J.P. Morgan Chase is hiring a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and invest with a client-focused approach. You will build relationships across individuals and families, offering tailored advice and coordinating with partners to deepen client engagement.

The role emphasizes integrity, ongoing client education, and a holistic financial view, leveraging digital tools to enhance the client experience and accessibility.