Private Wealth Advisor: Holistic Planning & Client Growth

JPMorgan Chase & Co.; Portage (IN); On-site; USD 80,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and investment advice to individuals and families.

You will build trusted relationships and provide advised solutions to meet clients' financial needs, leveraging digital tools and referrals to deepen client relationships. You will demonstrate a strong understanding of financial markets and uphold the firm's commitment to integrity and exceptional

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 required.
• Active Series 66 (63/65) required or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license required or must be obtained within 60 days.

Responsibilities

• Champion and support teammates' success and the goals of the bank with 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 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 help clients be digitally confident and bank when and where they want.

Skills

Relationship-building

Financial planning

Client acquisition

Financial markets

Regulatory compliance

Education

Bachelor's degree

CFP

Series 7 license

Series 66 license

Life/Health/LTC license

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and investment advice to individuals and families.

You will build trusted relationships and provide advised solutions to meet clients' financial needs, leveraging digital tools and referrals to deepen client relationships. You will demonstrate a strong understanding of financial markets and uphold the firm's commitment to integrity and exceptional