Wealth Advisor for Private Clients — Planning & Growth

JPMorgan Chase & Co.; Mandeville (LA); On-site; USD 65,000 - 105,000; Full time

Job summary

J.P. Morgan Chase in the United States seeks a Private Client Advisor to provide comprehensive financial planning and personalized investment solutions for individuals and families.

You will represent the brand, offer advised solutions, and leverage digital channels to enhance the client experience. Responsibilities include building a book of business, maintaining client relationships, integrating with partners, and delivering goals-based planning with integrity.

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.

Responsibilities

• Build a book of business and deliver personalized investment solutions focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity and act in clients' best interests.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients bank when and where they want.

Skills

Client acquisition

Relationship building

Goals-based planning

Series 7

Series 66

Life/Health license

Education

Bachelor's degree

Job description

J.P. Morgan Chase in the United States seeks a Private Client Advisor to provide comprehensive financial planning and personalized investment solutions for individuals and families.

You will represent the brand, offer advised solutions, and leverage digital channels to enhance the client experience. Responsibilities include building a book of business, maintaining client relationships, integrating with partners, and delivering goals-based planning with integrity.