Wealth Advisor for Private Clients - Holistic Planning

JPMorgan Chase & Co.

Belpre (OH)

On-site

USD 75,000 - 120,000

Full time

14 days+

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Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor for Chase Wealth Management to provide comprehensive financial planning and tailored investment guidance for individuals and families.

You will build strong client relationships, collaborate with partners, and help clients monitor and adjust their financial strategies using digital tools. The role requires ongoing licensing (Series 7, Series 66) or timely acquisition, a fiduciary mindset, and the ability to educate clients

Qualifications

At least 2 years in a Financial Advisor role or equivalent experience.

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 with focus on relationship management (not portfolio management).
Demonstrate deep understanding of financial markets and sound business judgement.
Exhibit integrity that aligns with doing right by clients.
Educate clients on technology and channels to monitor, maintain, and handle 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 how they want.