Wealth Advisor for Private Clients & Digital Solutions

JPMorgan Chase & Co.; Chesterfield Court House (VA); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment advice to individuals and families.

You will build a book of business, work with partners, and stay current on markets and digital channels to enhance client experience. A Series 7/66 license is required or must be obtained within 60 days of starting, along with Life/Health and LTC licenses.

Qualifications

• 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.
• Series 7 and Series 66 (63/65) licenses required or must be obtained within 60 days of starting.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions focusing on relationship management.
• Demonstrate understanding of financial markets and sound business judgement.
• Maintain integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become digitally confident and bank how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets understanding

Integrity

Education

Bachelor’s degree (preferred)

Job description

JPMorgan Chase & Co. seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment advice to individuals and families.

You will build a book of business, work with partners, and stay current on markets and digital channels to enhance client experience. A Series 7/66 license is required or must be obtained within 60 days of starting, along with Life/Health and LTC licenses.