Wealth Advisor: Holistic Planning & Client Growth

JPMorgan Chase & Co.; Fort Wayne (IN); On-site; USD 85,000 - 120,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and tailored investment solutions to individuals and families. You will build long-term relationships and leverage referrals to deepen client connections.

The role emphasizes guidance on goals-based planning, strong client acquisition, and a commitment to integrity while helping clients monitor and manage investments through digital channels.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.
• Valid Series 7 license.
• Valid Series 66 license or must be obtained within 60 days of starting.
• Valid Life, Health, and Long Term Care Insurance license or must be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide comprehensive financial planning and advice to individuals and families.
• Support clients by leveraging technology to monitor and manage investments.
• Demonstrate integrity and focus on client needs and outcomes.
• Educate clients on digital tools and channels for investing.

Skills

Client relationship management

Financial markets knowledge

Relationship-building

Sales & advisory

Education

Bachelor's degree preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and tailored investment solutions to individuals and families. You will build long-term relationships and leverage referrals to deepen client connections.

The role emphasizes guidance on goals-based planning, strong client acquisition, and a commitment to integrity while helping clients monitor and manage investments through digital channels.