Private Wealth Advisor - Holistic Planning & Digital Tools

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

Benefits offered by this job

Health benefits

On-site health and wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families, helping them meet their goals with personalized investment solutions and trusted referrals.

You will build a book of business, maintain client relationships, and demonstrate integrity, market knowledge, and commitment to goals-based planning, with opportunities for growth through digital tools and enterprise support.

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 license is required.
• A valid and active Series 66 license is required or must be obtained within 60 days of starting.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting.

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 your clients focusing on relationship management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Educate clients on technology and channels to monitor and manage their investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident

Skills

Client acquisition

Relationship management

Financial planning

Market knowledge

Integrity

Education

Bachelor's degree

CFP

Job description

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families, helping them meet their goals with personalized investment solutions and trusted referrals.

You will build a book of business, maintain client relationships, and demonstrate integrity, market knowledge, and commitment to goals-based planning, with opportunities for growth through digital tools and enterprise support.