Wealth Advisor — Holistic Planning & Client Growth

JPMorganChase; St. Louis (MO); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families.

You will build relationships, deliver tailored investment solutions, and leverage digital tools to enhance the client experience across the bank’s platforms. The role emphasizes integrity, deep market knowledge, and a commitment to helping clients achieve long-term goals.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Ability to acquire and manage clients and work with partners.
• Commitment to goals-based planning and advice.
• Licenses required or to be obtained within 60 days: Series 7, Series 66, Life/Health/LTC.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Rely on leadership and relationship-building skills with a focus on relationship management.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Maintain integrity and do right by clients.
• Educate clients on technology and channels to monitor investments.
• Provide holistic view of needs and financial coaching beyond investments.
• Embrace digital innovations to enable clients to bank anytime, anywhere.

Skills

Series 7 license

Series 66 license

Life, Health & LTC license

Financial advisor experience

Education

Bachelor's degree

CFP certification (preferred)

Job description

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families.

You will build relationships, deliver tailored investment solutions, and leverage digital tools to enhance the client experience across the bank’s platforms. The role emphasizes integrity, deep market knowledge, and a commitment to helping clients achieve long-term goals.