Wealth Advisor: Holistic Planning & Client Growth

Testing Site - JPMC; Palo Alto (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advice to individuals and families. You will offer guided investment solutions and collaborate with Chase partner referrals to deepen client relationships.

This role emphasizes relationship management, client education, and leveraging digital channels to help clients monitor and manage their investments with integrity and a client-centric approach.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7 license.
• A valid and active Series 66 (63/65) license required or within 60 days of starting.
• A valid and active Life, Health and Long Term Care Insurance license required or 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 your clients with leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity that guides doing right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage their 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 how they want.

Skills

Relationship-building

Client acquisition

Financial planning

Series 7 license

Series 66 license

Life/Health license

Education

Bachelor's degree

CFP certification preferred

Job description

JPMorgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advice to individuals and families. You will offer guided investment solutions and collaborate with Chase partner referrals to deepen client relationships.

This role emphasizes relationship management, client education, and leveraging digital channels to help clients monitor and manage their investments with integrity and a client-centric approach.