Wealth Advisor for Private Clients

JPMorgan Chase & Co.; Benton (AR); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families. You will build lasting client relationships, offer advised solutions, and leverage referrals to deepen client engagement.

You will support a broad range of clients, from new savers to high-net-worth individuals, while staying at the forefront of digital tools and market developments.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Series 7 is required and Series 66 must be obtained within 60 days or as a condition of employment.
• Life, Health and Long Term Care Insurance licenses must be active or obtained within 60 days of starting.

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 focusing on relationship management rather than portfolio management.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Exhibit integrity that guides clients to do right.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Leverage digital innovations to enable clients to bank when, where, and how they want.

Skills

Client acquisition

Relationship building

Goals-based planning

Financial markets understanding

Integrity

Digital literacy

Education

Bachelor’s degree

CFP certification (preferred)

Tools

Series 7

Series 66 (63/65)

Life, Health & LTC license

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families. You will build lasting client relationships, offer advised solutions, and leverage referrals to deepen client engagement.

You will support a broad range of clients, from new savers to high-net-worth individuals, while staying at the forefront of digital tools and market developments.