Wealth Advisor: Holistic Planning & Client Growth

JPMorgan Chase & Co.; Wallington (NJ); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and personalised investment advice to individuals and families, building trusted client relationships and offering investment solutions with referrals from Chase partners.

You will cultivate a book of business, leverage leadership and relationship-building skills, and apply market insight with integrity to serve clients’ needs and goals.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 (63/65) required or obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license required or obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients with a focus on relationship management.
• Demonstrate understanding of financial markets and sound business judgment.
• Uphold integrity and act in clients’ best interests.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital tools to help clients be digitally confident and access services remotely.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial planning

Series 7

Series 66

Life/Health/LTC license

Regulatory compliance

Education

Bachelor’s degree preferred

CFP certification preferred

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and personalised investment advice to individuals and families, building trusted client relationships and offering investment solutions with referrals from Chase partners.

You will cultivate a book of business, leverage leadership and relationship-building skills, and apply market insight with integrity to serve clients’ needs and goals.