Private Wealth Advisor: Holistic Planning & Digital Tools

JPMorganChase

Mentor (OH)

On-site

USD 85,000 - 120,000

Full time

2 days ago

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Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and tailored investment advice for individuals and families. You will build trusted relationships, provide advised solutions, and collaborate with partners to deepen client engagements.

This role emphasizes integrity and personalized client service. The position requires relevant licenses (Series 7/66, Life/HLTC) with timely acquisition if needed, and a minimum of two years

Qualifications

Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
Series 7 and Series 66 licenses or must obtain within 60 days of starting.
Life, Health and Long Term Care Insurance license required or must be obtained within 60 days.

Responsibilities

Build a book of business and deliver personalized investment solutions with focus on relationship management.
Provide comprehensive financial planning and guidance to individuals and families.
Demonstrate deep understanding of markets and sound business judgement.
Educate clients on technology and channels to monitor and manage investments.
Embrace digital tools to enable clients to bank when and how they want.

Skills

Active Series 7

Active Series 66

Life/Health/LTC license

Financial planning experience

Relationship management

Education

Bachelor's degree preferred

Job description

This role emphasizes integrity and personalized client service. The position requires relevant licenses (Series 7/66, Life/HLTC) with timely acquisition if needed, and a minimum of two years

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