Senior Private Client Wealth Advisor

JPMorgan Chase & Co.; Rocky River (OH); On-site; USD 80,000 - 120,000; Full time

Job summary

J.P. Morgan Chase in Ohio is seeking a Private Client Advisor to help clients build wealth and plan for their financial futures. You will provide comprehensive financial planning, advised solutions, and deep client relationships within Chase Wealth Management.

You will work with a broad investment platform, leverage digital tools, and partner with bank colleagues to deliver personalized investment solutions while upholding the firm's standards and integrity.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent experience
• Active Series 7 license
• Active Series 66 license (63/65) or obtained within 60 days
• Active Life, Health and Long Term Care license or obtained within 60 days
• Bachelor’s degree preferred / CFP preferred

Responsibilities

• Build a book of business and deliver personalized investment solutions with focus on relationship management
• Provide comprehensive financial planning and investment advice
• Demonstrate understanding of financial markets and sound judgement
• Maintain high integrity and client-first approach
• Educate clients on digital tools to monitor and manage investments

Skills

Client acquisition

Relationship management

Goals-based planning

Finance market understanding

Integrity & fiduciary

Education

Bachelor’s degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase in Ohio is seeking a Private Client Advisor to help clients build wealth and plan for their financial futures. You will provide comprehensive financial planning, advised solutions, and deep client relationships within Chase Wealth Management.

You will work with a broad investment platform, leverage digital tools, and partner with bank colleagues to deliver personalized investment solutions while upholding the firm's standards and integrity.