Private Wealth Advisor: Relationship-Centric Planning

JPMorgan Chase; Bismarck (ND); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase, a leading global financial services firm, seeks a Private Client Advisor for Chase Wealth Management. You will deliver comprehensive financial planning and investment guidance to individuals and families, building lifelong relationships and providing tailored solutions.

You will rely on a broad investment platform, digital tools, and strong client service to meet clients' financial needs while working in a diverse, inclusive environment.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated commitment to goals-based planning and advice.
• A valid and active Series 7 license.
• A valid and active Series 66 license (63/65) or must be obtained within 60 days of starting.
• A valid Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting.

Responsibilities

• Champion and support your teammates' success and bank goals with a culture of diversity.
• Build a book of business and deliver personalized investment solutions through leadership and relationship-building.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Exhibit 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 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 management

Goals-based planning

Financial advisory

Education

Series 7 license

Series 66 license (63/65)

Life/Health license

CFP certification

Bachelor's degree

Job description

JPMorgan Chase, a leading global financial services firm, seeks a Private Client Advisor for Chase Wealth Management. You will deliver comprehensive financial planning and investment guidance to individuals and families, building lifelong relationships and providing tailored solutions.

You will rely on a broad investment platform, digital tools, and strong client service to meet clients' financial needs while working in a diverse, inclusive environment.