Private Wealth Advisor — Holistic Planning

Fairygodboss; Mishawaka (IN); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase in Chase Wealth Management is seeking a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions for individuals and families.

You will provide an exceptional investor experience by offering advised solutions and Chase partner referrals while deepening client relationships. You will help clients monitor and adjust plans, educate them on digital channels, and maintain a holistic view of their financial needs with integrity and

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 your clients 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 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

Series 66

Insurance licenses

Education

CFP certification preferred

Bachelor's degree preferred

Job description

J.P. Morgan Chase in Chase Wealth Management is seeking a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions for individuals and families.

You will provide an exceptional investor experience by offering advised solutions and Chase partner referrals while deepening client relationships. You will help clients monitor and adjust plans, educate them on digital channels, and maintain a holistic view of their financial needs with integrity and