Wealth Advisor: Holistic Planning & Client Growth

JPMorgan Chase; Sanford (ME); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase, within Chase Wealth Management, seeks a Private Client Advisor to offer comprehensive financial planning and advice to individuals and families, building a strong book of business and trusted client relationships.

You will provide investment solutions, utilize digital channels, and collaborate with partners to deepen client engagement while upholding integrity and a client-first approach.

Qualifications

• Minimum 2 years as Financial Advisor or equivalent.
• Valid Series 7 license and Series 66 (63/65) within 60 days of start.
• Life, Health and Long Term Care license required or obtained within 60 days.
• CFP certification preferred; Bachelor's degree preferred.
• Strong client acquisition and relationship management skills.

Responsibilities

• Build a book of business and deliver investment solutions through relationships.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound business judgment.
• Maintain integrity and act in the best interests of clients.
• Educate clients on technology and channels to monitor investments.
• Offer holistic client needs analysis and financial coaching.
• Leverage digital tools to increase client engagement and confidence.

Skills

Series 7

Series 66

L&H/LTC license

CFP

Client relationships

Financial planning

Education

Bachelor's degree

Job description

JPMorgan Chase, within Chase Wealth Management, seeks a Private Client Advisor to offer comprehensive financial planning and advice to individuals and families, building a strong book of business and trusted client relationships.

You will provide investment solutions, utilize digital channels, and collaborate with partners to deepen client engagement while upholding integrity and a client-first approach.