Wealth Advisor for Private Clients & Planning

Testing Site - JPMC; Chesterfield Charter Township (MI); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor for Chase Wealth Management in the United States.

You will provide comprehensive financial planning and advice to individuals and families, building strong client relationships and offering advised solutions to meet their financial needs. You will work to grow a book of business, mentor teammates, and demonstrate a solid understanding of markets and client needs while upholding the bank's values and standards.

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.
• Active Series 7 license.
• Active Series 66 (63/65) license or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license or must be 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 to your 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 technology and channels to 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 acquisition

Relationship management

Financial advising

Licensing & compliance

Education

Bachelor's degree (preferred)

Job description

J.P. Morgan Chase is seeking a Private Client Advisor for Chase Wealth Management in the United States.

You will provide comprehensive financial planning and advice to individuals and families, building strong client relationships and offering advised solutions to meet their financial needs. You will work to grow a book of business, mentor teammates, and demonstrate a solid understanding of markets and client needs while upholding the bank's values and standards.