Private Wealth Advisor – Holistic Planning

JPMorgan Chase & Co.; Greenwood (IN); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor for Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families, supporting a spectrum from new savers to high-net-worth clients.

You will offer advised solutions, connect with Chase partner referrals, and deliver an exceptional investor experience. The role emphasizes integrity, relationship-building, and leveraging digital tools to enhance client outcomes.

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 license.
• 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 your 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.
• 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 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

2+ years in financial advisor role

client acquisition

goals-based planning

Series 7

Series 66 (63/65)

Life/Health/LTC license

Education

Bachelor's degree

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor for Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families, supporting a spectrum from new savers to high-net-worth clients.

You will offer advised solutions, connect with Chase partner referrals, and deliver an exceptional investor experience. The role emphasizes integrity, relationship-building, and leveraging digital tools to enhance client outcomes.