Private Wealth Advisor: Relationship-Driven Planning

Testing Site - JPMC; Novi (MI); On-site; USD 90,000 - 160,000; Full time

Job summary

J.P. Morgan Chase in the United States is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions for individuals and families.

You will build and nurture client relationships, collaborate with bank partners, and translate market insights into advice that meets each client's goals while maintaining the highest fiduciary standards.

Qualifications

• 2+ years in a Financial Advisor role or equivalent experience
• Proven success in client acquisition and relationship-building
• Ability to provide goals-based planning and advice

Responsibilities

• Champion and support teammates and bank goals while promoting diversity
• Build a book of business and deliver personalized investment solutions focusing on relationship management
• Demonstrate understanding of financial markets and sound business judgement
• Demonstrate integrity and do right by clients
• Educate clients on technology and channels to monitor investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital tools to help clients bank how they want

Skills

Series 7

Series 66

Life License

CFP

Education

Bachelor's degree

Job description

J.P. Morgan Chase in the United States is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions for individuals and families.

You will build and nurture client relationships, collaborate with bank partners, and translate market insights into advice that meets each client's goals while maintaining the highest fiduciary standards.