Wealth Advisor: Build Client Relationships & Solutions

JPMorgan Chase & Co.; Solon (OH); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. is looking for a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families. The role emphasizes building client relationships and delivering personalized investment solutions, embracing digital innovations to enhance client engagement.

The ideal candidate will possess a minimum of 2 years of experience in financial advising, a strong commitment to client education, and relevant licenses (Series 7, Series 66, Insurance). The position promises an engaging environment prioritizing client needs and financial goals.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent.
• Demonstrated success in client acquisition and maintaining relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology and channels for monitoring investments.
• Provide holistic financial coaching beyond investments.

Skills

Client acquisition

Relationship management

Financial coaching

Knowledge of financial markets

Education

Bachelor’s degree

Certified Financial Planning (CFP®)

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

JPMorgan Chase & Co. is looking for a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families. The role emphasizes building client relationships and delivering personalized investment solutions, embracing digital innovations to enhance client engagement.

The ideal candidate will possess a minimum of 2 years of experience in financial advising, a strong commitment to client education, and relevant licenses (Series 7, Series 66, Insurance). The position promises an engaging environment prioritizing client needs and financial goals.