Wealth Advisor: Holistic Planning and Digital Enablement

JPMorgan Chase & Co.; Hobart (IN); On-site; USD 85,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management.

You will deliver comprehensive financial planning and bespoke investment advice to individuals and families, build lasting relationships, and provide solutions that meet their evolving financial needs. You will grow a book of business, apply knowledge of markets and planning strategies, and educate clients on digital tools to monitor and manage investments, while upholding the firm's integrity and

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and maintain clients and partner with bank teams.
• Commitment to goals-based planning and comprehensive financial advice.

Responsibilities

• Grow a book of business by acquiring and servicing clients.
• Provide comprehensive financial planning and investment solutions.
• Demonstrate knowledge of financial markets and sound judgment.
• Maintain integrity and act in clients' best interests.
• Educate clients on digital tools and channels for managing investments.
• Collaborate with partners to deepen client relationships.

Skills

Relationship-building

Client acquisition

Financial planning

Regulatory licensing knowledge

Education

Bachelor’s degree in finance or related field

CFP certification (preferred)

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management.

You will deliver comprehensive financial planning and bespoke investment advice to individuals and families, build lasting relationships, and provide solutions that meet their evolving financial needs. You will grow a book of business, apply knowledge of markets and planning strategies, and educate clients on digital tools to monitor and manage investments, while upholding the firm's integrity and