Strategic Private Client Wealth Advisor

JPMorgan Chase & Co.; Benton (AR); On-site; USD 60,000 - 100,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families.

You will build a book of business, provide investment guidance, and rely on leadership and relationships to deepen client connections. The role requires multiple licenses (Series 7, Series 66, and life/health/long-term care) or obtaining them within 60 days, and a focus on integrity, education of clients on digital channels, and

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and maintaining client relationships.
• Demonstrated ability to provide goals-based planning and advice.
• Active Series 7 license and Series 66 (63/65) license or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting.
• CFP certification preferred and a Bachelor’s degree preferred.

Responsibilities

• Champion and support your teammates’ success and the bank's goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions through relationships.
• Demonstrate a 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, maintain, and handle investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients bank the way they want.

Skills

Client acquisition

Relationship-building

Goals-based planning

Financial markets understanding

Education

Bachelor's degree preferred

Tools

Series 7 license

Series 66 license

Life/Health/LTC license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families.

You will build a book of business, provide investment guidance, and rely on leadership and relationships to deepen client connections. The role requires multiple licenses (Series 7, Series 66, and life/health/long-term care) or obtaining them within 60 days, and a focus on integrity, education of clients on digital channels, and