Wealth Advisor - Holistic, Client-First Planning

Aumni; United States; On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Financial coaching

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor to provide comprehensive financial planning and investment advice to clients. This role involves building client relationships, delivering personalized investment solutions, and ensuring financial coaching beyond investments. The ideal candidate will have a strong background in financial advising and must obtain relevant licenses within the given timeframe. We offer a competitive salary and comprehensive benefits, focusing on diversity and inclusion.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Ability to provide goals‑based planning and advice.

Responsibilities

• Support teammates’ success while fostering a diverse culture.
• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology for better investment management.

Skills

Client acquisition

Relationship management

Financial planning

Investment solutions

Teamwork

Education

Bachelor’s degree preferred

Certified Financial Planning (CFP) certification

Tools

Series 7 license

Series 66 (63/65) license

Life, Health and Long Term Care Insurance license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor to provide comprehensive financial planning and investment advice to clients. This role involves building client relationships, delivering personalized investment solutions, and ensuring financial coaching beyond investments. The ideal candidate will have a strong background in financial advising and must obtain relevant licenses within the given timeframe. We offer a competitive salary and comprehensive benefits, focusing on diversity and inclusion.