Wealth Advisor for Private Clients

Aumni; United States; On-site; USD 90,000 - 150,000; Full time

Job summary

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

You will help clients build wealth and navigate investment solutions with a focus on relationships and an exceptional investor experience. You'll rely on your knowledge of financial markets, regulatory requirements, and digital channels to monitor and manage investments, while coordinating with partners to deliver tailored

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals‑based planning and advice.
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

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 your clients 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 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 relationship management

Financial planning

Leadership

Series 7 license

Series 66 license

Life/Health/Long Term Care license

Goals-based planning

Regulatory knowledge

Client acquisition

Education

Bachelor’s degree

CFP certification (preferred)

Job description

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

You will help clients build wealth and navigate investment solutions with a focus on relationships and an exceptional investor experience. You'll rely on your knowledge of financial markets, regulatory requirements, and digital channels to monitor and manage investments, while coordinating with partners to deliver tailored