Wealth Advisor: Holistic Planning & Client Relationships

JPMorgan Chase & Co.; Westfield (IN); On-site; USD 85,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and investment advice for individuals and families.

You will nurture client relationships, provide advised solutions, and leverage the firm's digital tools to enhance the investor experience. Requirements include a Series 7 and Series 66 license (or obtained within 60 days), Life/Health/LTC licenses, and a minimum of 2 years in financial advisory roles.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated ability and commitment to goals-based planning and advice.
• Licensing requirements include Series 7, Series 66 (63/65) and Life/Health/LTC licenses or must be 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.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Educate clients on technology and channels to monitor, maintain, and manage investments.
• Demonstrate integrity and a commitment to doing right by clients at every opportunity.

Skills

Relationship management

Financial planning

Client acquisition

Regulatory compliance awareness

Education

Bachelor's degree

Certified Financial Planner (CFP)

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Tools

CRM software

Financial planning software

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and investment advice for individuals and families.

You will nurture client relationships, provide advised solutions, and leverage the firm's digital tools to enhance the investor experience. Requirements include a Series 7 and Series 66 license (or obtained within 60 days), Life/Health/LTC licenses, and a minimum of 2 years in financial advisory roles.