Wealth Advisor: Holistic Planning & Client Relationships

Aumni; Elkhart (IN); On-site; USD 80,000 - 120,000; Full time

Job summary

J.P. Morgan Chase in the United States is seeking a Private Client Advisor to offer comprehensive financial planning and advice to individuals and families within Chase Wealth Management.

You will build lasting client relationships, leverage investments and digital tools, and collaborate with partners to deliver tailored solutions while upholding the firm's standards and commitment to client service.

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) license required or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Champion and support teammates’ success and the goals of the bank.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Maintain unwavering integrity and do right by clients.
• Educate clients on technology and channels to monitor investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become digitally confident.

Skills

Relationship-building

Financial planning

Client acquisition

Financial markets knowledge

Integrity

Education

Bachelor’s degree preferred

CFP certification preferred

Tools

Series 7 license

Series 66 license (63/65)

Life, Health and LTC insurance license

Job description

J.P. Morgan Chase in the United States is seeking a Private Client Advisor to offer comprehensive financial planning and advice to individuals and families within Chase Wealth Management.

You will build lasting client relationships, leverage investments and digital tools, and collaborate with partners to deliver tailored solutions while upholding the firm's standards and commitment to client service.