Private Wealth Advisor — Relationship & Planning

JP Morgan Chase; Cumming (GA); On-site; USD 70,000 - 110,000; Full time

Job summary

J.P. Morgan Chase's Chase Wealth Management seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build trusted relationships and offer tailored solutions using digital channels to best meet clients’ financial needs. You will collaborate with partners across the bank, stay abreast of markets, and uphold the highest integrity while guiding clients through evolving financial situations.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Active Series 7 license; Series 66 license required or must be obtained within 60 days of starting in the role as a condition of employment.
• Active Life, Health and Long Term Care Insurance licenses required or must be obtained within 60 days of starting in the role as a condition of employment.
• CFP certification and Bachelor’s degree are preferred.

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 with leadership and relationship-building; focus on relationship management over portfolio management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor, maintain, and handle investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.

Skills

Client relationships

Sales and advisory

Regulatory licenses

Financial planning

Wealth management

Education

Bachelor’s degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase's Chase Wealth Management seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build trusted relationships and offer tailored solutions using digital channels to best meet clients’ financial needs. You will collaborate with partners across the bank, stay abreast of markets, and uphold the highest integrity while guiding clients through evolving financial situations.