Wealth Advisor: Holistic Planning & Client Growth

JPMorgan Chase & Co.; Kingman (AZ); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor to deliver comprehensive financial planning and investment solutions for individuals and families within Chase Wealth Management. The role focuses on building a loyal client base, offering advised solutions, and leveraging Chase referrals to deepen relationships.

You will help clients monitor, maintain, and optimize investments using digital channels while upholding the highest standards of integrity and fiduciary responsibility.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 and Series 66 licenses or must be obtained within 60 days of starting in the role as a condition of employment.
• Active Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting in the role as a condition of employment.
• Bachelor's degree preferred, CFP certification preferred.

Responsibilities

• Build a book of business and deliver personalized investment solutions through relationship-based advisory.Provide holistic financial planning and advice to individuals and families.
• Guide clients using Chase referrals and digital tools to enhance the investor experience.
• Educate clients on technology and channels to monitor, maintain, and manage investments.
• Maintain integrity and ethics while delivering exceptional client service.

Skills

Relationship building

Financial planning

Client acquisition

Industry knowledge

Regulatory compliance

Education

Bachelor's degree

Series 7

Series 66 (63/65)

Life/Health/LTC license

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor to deliver comprehensive financial planning and investment solutions for individuals and families within Chase Wealth Management. The role focuses on building a loyal client base, offering advised solutions, and leveraging Chase referrals to deepen relationships.

You will help clients monitor, maintain, and optimize investments using digital channels while upholding the highest standards of integrity and fiduciary responsibility.