Private Wealth Advisor — Holistic Planning & Digital

JPMorgan Chase & Co.; Maryland; On-site; USD 90,000 - 160,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will leverage investment solutions and partner referrals to deepen client relationships and deliver an exceptional investor experience. You will build a book of business, apply goals-based planning, and stay abreast of market developments, using digital channels to monitor and manage clients' investments.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in acquiring and maintaining client relationships and partnering with key stakeholders.
• Must hold or obtain Series 7 within 60 days of starting; Series 66 required within 60 days.
• Must hold or obtain Life, Health and Long-Term Care Insurance licenses within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients through leadership and relationship-building.
• Foster relationships with clients and partners to support goals-based planning and advisory services.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Educate clients on technology and channels to monitor, maintain, and manage investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital tools to enable clients to bank when, where, and how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC license

Education

Bachelor's degree

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will leverage investment solutions and partner referrals to deepen client relationships and deliver an exceptional investor experience. You will build a book of business, apply goals-based planning, and stay abreast of market developments, using digital channels to monitor and manage clients' investments.