Wealth Advisor: Holistic Planning & Client Growth

Testing Site - JPMC; Delafield (WI); On-site; USD 70,000 - 120,000; Full time

Job summary

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

You will build client relationships, provide advised solutions, and leverage partner referrals to deepen client engagement. You will support clients across a spectrum from new savers to high-net-worth households, using leadership and relationship-building skills to influence outcomes and deliver an exceptional investor

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.
• Valid and active Series 7 license.
• Valid and active Series 66 (63/65) license or obtain within 60 days of starting.
• Valid and active Life, Health and Long Term Care Insurance license or obtain within 60 days of starting.

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 clients focusing on relationship management.
• Demonstrate understanding of financial markets and sound business judgement.
• Exhibit integrity that guides client decisions.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients bank how they want.

Skills

Relationship-building

Financial planning

Client acquisition

Leadership

Education

Bachelor’s degree (preferred)

CFP certification (preferred)

Tools

Series 7

Series 66

Life, Health and LTC license

Job description

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

You will build client relationships, provide advised solutions, and leverage partner referrals to deepen client engagement. You will support clients across a spectrum from new savers to high-net-worth households, using leadership and relationship-building skills to influence outcomes and deliver an exceptional investor