Private Wealth Advisor — Holistic Planning & Client Growth

JPMorgan Chase & Co.; Cape May Court House (NJ); On-site; USD 80,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and tailored investment solutions for individuals and families.

You will build trusted relationships, deliver high-touch service, and collaborate with partners to expand client relationships in a dynamic wealth platform. The role requires solid experience in financial advisory, a Series 7, and Series 66 or progress toward them within 60 days, plus licenses in

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 the firm's 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 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

Business development

Financial markets understanding

Integrity

Digital channel familiarity

Education

Bachelor’s degree (preferred)

Tools

Series 7 license

Series 66 license (63/65)

Life, Health and Long Term Care Insurance license

CFP certification (preferred)

Job description

JPMorgan Chase & Co. seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and tailored investment solutions for individuals and families.

You will build trusted relationships, deliver high-touch service, and collaborate with partners to expand client relationships in a dynamic wealth platform. The role requires solid experience in financial advisory, a Series 7, and Series 66 or progress toward them within 60 days, plus licenses in