Private Wealth Advisor: Holistic Planning & Digital Advice

Aumni; United States; On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and personalized investment guidance.

You will build a client book, deliver tailored investment solutions, and deepen relationships through referrals while leveraging leadership and digital channels. The role requires strong relationship management, integrity, and a commitment to client education and holistic financial coaching.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Proven success in acquiring and maintaining clients and partnering with key contacts.
• Ability and commitment to goals-based planning and advice.
• Series 7 license active or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice to individuals and families.
• Support clients with investment solutions and Chase partner referrals to deepen relationships.
• Demonstrate knowledge of financial markets and sound business judgment.
• Promote digital tools and channels for clients to monitor and manage investments.

Skills

Client acquisition

Relationship-building

Goals-based planning

Financial advisory

Education

Bachelor's degree (preferred)

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and personalized investment guidance.

You will build a client book, deliver tailored investment solutions, and deepen relationships through referrals while leveraging leadership and digital channels. The role requires strong relationship management, integrity, and a commitment to client education and holistic financial coaching.