Wealth Advisor: Holistic Planning & Client Growth

JPMorgan Chase & Co.; Chagrin Falls (OH); On-site; USD 85,000 - 125,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families.

You will build lasting client relationships, leverage technology, and partner referrals to meet diverse financial needs. The ideal candidate brings 2+ years in financial advisory, active licenses (Series 7/66 and Life/Health), and a commitment to high-integrity, goals-based planning.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Series 7 and Series 66 (63/65) license required or must be obtained within 60 days of starting.
• Life, Health and Long Term Care Insurance licenses required or to be obtained within 60 days.
• Strong client acquisition, relationship-building and goals-based planning skills.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide comprehensive financial planning and advice across a wide client base.
• Educate clients on technology and channels to monitor and manage investments.
• Collaborate with partners to deepen client relationships and referrals.
• Maintain a high standard of integrity and client-centric service.

Skills

Financial advising

Client acquisition

Relationship management

Goals-based planning

Series 7 license

Series 66 license

Life/Health license

Education

Bachelor's degree

CFP certification

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families.

You will build lasting client relationships, leverage technology, and partner referrals to meet diverse financial needs. The ideal candidate brings 2+ years in financial advisory, active licenses (Series 7/66 and Life/Health), and a commitment to high-integrity, goals-based planning.