Private Wealth Advisor: Holistic Planning & Relationships

Aumni; Bismarck (ND); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and advisory services to individuals and families.

You will build lasting client relationships, provide tailored investment solutions, and leverage digital tools to enhance the client experience. The role emphasizes fiduciary guidance, collaboration with partners, and a commitment to integrity, with the goal of delivering an exceptional investor experience across various

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in acquiring and maintaining clients and partnering with key partners.
• Commitment to goals‑based planning and providing advisory solutions.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Rely on leadership and relationship-building skills with a focus on relationship management rather than portfolio management.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Maintain unwavering integrity and act in clients' best interests.
• Educate clients on technology and channels to monitor, maintain and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to enable clients to bank when, where, and how they want.

Skills

Client acquisition

Relationship building

Goals‑based planning

Financial markets understanding

Integrity

Client education

Digital channels adoption

Education

CFP certification

Bachelor’s degree

Job description

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and advisory services to individuals and families.

You will build lasting client relationships, provide tailored investment solutions, and leverage digital tools to enhance the client experience. The role emphasizes fiduciary guidance, collaboration with partners, and a commitment to integrity, with the goal of delivering an exceptional investor experience across various