Private Wealth Advisor – Holistic Planning & Digital Tools

Aumni; Powell (OH); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co in the United States is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families. You will build lasting relationships, advise on investments, and coordinate with Chase partners to deepen client engagement.

You will guide clients through goals-based planning, stay current with market developments, and promote a holistic approach to financial well‑being while supporting a

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and cultivating client relationships.
• Ability to deliver goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 (63/65) license required or to be obtained within 60 days.
• Active Life, Health and Long Term Care Insurance license required or to be obtained within 60 days.
• CFP certification preferred; Bachelor's degree preferred.

Responsibilities

• Champion and support teammates’ success and the bank’s goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions focusing on relationship management.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Uphold 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 client needs and financial coaching beyond investments.
• Embrace digital innovations to help clients be digitally confident and bank how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Integrity/ethics

Education

Bachelor's degree

CFP certification (preferred)

Job description

JPMorgan Chase & Co in the United States is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families. You will build lasting relationships, advise on investments, and coordinate with Chase partners to deepen client engagement.

You will guide clients through goals-based planning, stay current with market developments, and promote a holistic approach to financial well‑being while supporting a