Wealth Advisor: Holistic Planning & Client Growth

JPMorgan Chase & Co.; Dover (NH); On-site; USD 85,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions.

You will build strong client relationships, work with partners, and promote digital tools to enhance the investor experience. The role requires clean regulatory licenses and a commitment to fiduciary service, with CFP preferred and a Bachelor’s degree benefiting your application.

Qualifications

• Minimum of 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven 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 (63/65) or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role as a condition of employment.

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 rather than portfolio management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that guides doing right by clients at every opportunity.
• Educate clients on the technology and channels available to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.

Skills

Client acquisition

Relationship management

Financial planning advice

Sales orientation

Digital banking awareness

Education

Bachelor’s degree

CFP certification preferred

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions.

You will build strong client relationships, work with partners, and promote digital tools to enhance the investor experience. The role requires clean regulatory licenses and a commitment to fiduciary service, with CFP preferred and a Bachelor’s degree benefiting your application.