Private Wealth Advisor - Holistic Planning & Digital Tools

JPMorganChase; Monroe (LA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health care coverage

On-site wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and tailored investment advice to individuals and families.

The role emphasizes relationship management, client education, and leveraging digital tools to enhance the client experience. You will work within a team to build a client book, collaborate with partners, and provide guidance across markets, ensuring high standards of integrity and service delivery in a dynamic

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 clients, focusing on relationship management rather than portfolio management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity in all client interactions.
• Educate clients on technology and channels to monitor, maintain, and handle investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank how they want.

Skills

Client acquisition

Relationship-building

Goals-based planning

Series 7 license

Series 66 license

Insurance license

Education

CFP certification

Bachelor's degree

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and tailored investment advice to individuals and families.

The role emphasizes relationship management, client education, and leveraging digital tools to enhance the client experience. You will work within a team to build a client book, collaborate with partners, and provide guidance across markets, ensuring high standards of integrity and service delivery in a dynamic