Private Wealth Advisor — Holistic Planning

JPMorgan Chase & Co.; Peoria (AZ); On-site; USD 100,000 - 140,000; Full time

Job summary

J.P. Morgan Chase in the United States seeks a Private Client Advisor to deliver comprehensive financial planning and trusted investment advice within Chase Wealth Management.

You will build strong client relationships, offer advised solutions, and leverage Chase referrals to grow your book of business. You will guide clients through financial markets, demonstrate integrity, and educate them on digital tools to monitor and manage their investments, while aligning with the bank’s commitment to

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and building relationships with partners.
• Commitment to goals-based planning and advice.
• Licenses: Series 7 and Series 66 (63/65) required or to be obtained within 60 days of starting.
• Life, Health and Long Term Care Insurance licenses required or to be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Maintain high integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to enable clients to bank when, where, and how they want.

Skills

Client relationship management

Goals-based planning

Financial markets knowledge

Integrity

Digital banking tools

Education

Bachelor’s degree (preferred)

CFP certification preferred

Tools

Series 7

Series 66

Life/Health/LTC license

Job description

J.P. Morgan Chase in the United States seeks a Private Client Advisor to deliver comprehensive financial planning and trusted investment advice within Chase Wealth Management.

You will build strong client relationships, offer advised solutions, and leverage Chase referrals to grow your book of business. You will guide clients through financial markets, demonstrate integrity, and educate them on digital tools to monitor and manage their investments, while aligning with the bank’s commitment to