Private Wealth Advisor: Holistic Planning & Client Growth

JPMorganChase; Atlanta (GA); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will support clients across a spectrum from saving beginners to high-net-worth individuals, delivering advised solutions and leveraging Chase referrals to deepen relationships.

You will build trust through investment coaching, lead with integrity, and guide clients in using digital channels to monitor and manage their

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 is required.

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 focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity that guides doing right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage 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

Financial markets understanding

Integrity

Digital banking/tech literacy

Communication skills

Team collaboration

Education

Bachelor's degree

Job description

JPMorgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will support clients across a spectrum from saving beginners to high-net-worth individuals, delivering advised solutions and leveraging Chase referrals to deepen relationships.

You will build trust through investment coaching, lead with integrity, and guide clients in using digital channels to monitor and manage their