Wealth Advisor for Private Clients & Planning

JPMorganChase; New Albany (IN); On-site; USD 85,000 - 140,000; Full time

Job summary

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

You will support a broad client base, from new savers to high-net-worth individuals, and enhance client relationships through advised solutions and referrals. The role emphasizes investment guidance, digital engagement, and holistic financial coaching, with a focus on integrity and excellent client service in a diverse, inclusive

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 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 your clients with relationship management focus.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity and do right by clients at every opportunity.
• Educate clients on the technology and channels available to monitor and manage investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident.

Education

Bachelor's degree (preferred)

CFP certification (preferred)

Job description

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

You will support a broad client base, from new savers to high-net-worth individuals, and enhance client relationships through advised solutions and referrals. The role emphasizes investment guidance, digital engagement, and holistic financial coaching, with a focus on integrity and excellent client service in a diverse, inclusive