Private Wealth Advisor - Holistic Planning & Growth

JPMorgan Chase & Co.; Sanford (ME); On-site; USD 95,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment guidance for individuals and families.

You will build a book of business, rely on relationship-building skills, and work with partners to deepen client engagement. The role requires a minimum of 2 years in a Financial Advisor role, active Series 7 and Series 66 licenses or the ability to obtain within 60 days, and Life/Health/LTC licenses or

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent in financial services.
• Successful client acquisition and relationship-building track record.
• Strong goals-based planning and advisory abilities.
• Licensed: Series 7 and Series 66 (63/65) active or must be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and investment guidance to individuals and families.
• Engage with clients using digital channels to enhance monitoring and management of investments.
• Partner with colleagues to deepen client relationships and referrals.
• Provide a holistic view of client needs and financial coaching beyond investments.

Skills

Relationship management

Financial planning

Investment knowledge

Compliance & licensing

Series 7

Series 66 (63/65)

Life/Health/LTC insurance license

CFP certification (preferred)

Education

Bachelor's degree

Tools

None

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment guidance for individuals and families.

You will build a book of business, rely on relationship-building skills, and work with partners to deepen client engagement. The role requires a minimum of 2 years in a Financial Advisor role, active Series 7 and Series 66 licenses or the ability to obtain within 60 days, and Life/Health/LTC licenses or