Senior Private Client Advisor - Wealth Planning

Aumni; Ontario (CA); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase's Chase Wealth Management seeks a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions to individuals and families, supporting clients from saving to significant wealth. The role emphasizes relationship management, integrity, and the use of digital tools to enhance the client experience.

A minimum of 2 years in financial advisory, Series 7 and Series 66 licenses are required, with licensing timelines outlined; CFP preferred;

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent experience.
• Proven ability to acquire and manage client relationships.
• Strong skills in goals-based planning and financial advice.
• Active Series 7 license.
• Active Series 66 license or must be obtained within 60 days.
• Active Life, Health and Long Term Care Insurance license or must be obtained within 60 days.

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 the firm's by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of the firm's 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 acquisition

Relationship management

Financial planning

Compliance

Series 7

Series 66

Licensing

Education

Bachelor's degree

CFP certification preferred

Job description

JPMorgan Chase's Chase Wealth Management seeks a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions to individuals and families, supporting clients from saving to significant wealth. The role emphasizes relationship management, integrity, and the use of digital tools to enhance the client experience.

A minimum of 2 years in financial advisory, Series 7 and Series 66 licenses are required, with licensing timelines outlined; CFP preferred;