Wealth Advisor: Holistic Planning & Client Growth

JPMorgan Chase & Co.; United States; On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor to provide comprehensive financial planning and investment advice for individuals and families.

You will build lasting client relationships and deliver tailored investment solutions through Chase Wealth Management. The role emphasizes high ethical standards, ongoing client education, and leveraging digital tools to enhance the investor experience.

Qualifications

• Minimum of 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 license and Series 66 (63/65) or eligibility within 60 days.
• Life, Health and Long-Term Care Insurance licenses required or must be obtained within 60 days.

Responsibilities

• Champion teammates’ success and the bank’s diversity goals.
• Build a book of business and deliver personalized investment solutions via relationships.
• Demonstrate deep understanding of financial markets and sound judgement.
• Maintain unwavering integrity and client trust.
• Educate clients on technology and channels to monitor investments.
• Provide holistic financial coaching beyond investments.
• Help clients become digitally confident and bank when they want.

Skills

Client acquisition

Relationship management

Financial planning

Education

Bachelor's degree

CFP certification

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor to provide comprehensive financial planning and investment advice for individuals and families.

You will build lasting client relationships and deliver tailored investment solutions through Chase Wealth Management. The role emphasizes high ethical standards, ongoing client education, and leveraging digital tools to enhance the investor experience.