Wealth Advisor for Private Clients & Financial Planning

JPMorgan Chase & Co.; Dublin (OH); On-site; USD 85,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. invites you to join Chase Wealth Management as a Private Client Advisor, delivering comprehensive financial planning and tailored investment solutions for individuals and families.

You will build trusted client relationships, rely on leadership and partnerships, and guide clients toward their goals using digital tools and a holistic view of needs, while upholding integrity and service excellence. Investment products are offered through JPMS.

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 license
• A valid and active Series 66 (63/65) license or must be obtained within 60 days of starting in the role
• A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role

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 the firm's clients by relying on leadership and relationship-building skills
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Educate clients on the technology and channels available to them to monitor, maintain, and handle their investments
• Provide a holistic view of the firm's 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

Relationship-building

Client acquisition

Goals-based planning

Financial markets knowledge

Integrity

Financial planning

Education

Bachelor’s degree

CFP certification (preferred)

Tools

Series 7

Series 66 (63/65)

Life/Health/LTC license

Job description

JPMorgan Chase & Co. invites you to join Chase Wealth Management as a Private Client Advisor, delivering comprehensive financial planning and tailored investment solutions for individuals and families.

You will build trusted client relationships, rely on leadership and partnerships, and guide clients toward their goals using digital tools and a holistic view of needs, while upholding integrity and service excellence. Investment products are offered through JPMS.