Wealth Advisor — Holistic Planning & Digital Guidance

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

Job summary

J.P. Morgan Chase in the United States seeks a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families.

You will tailor investment solutions and deliver an exceptional client experience across the Chase Wealth Management platform. The role emphasizes building a trusted book of business, collaborating with Chase partners, and educating clients on digital tools to monitor and manage their investments.

Qualifications

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

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Client acquisition

Relationship management

Goals-based planning

Investment knowledge

Regulatory compliance

Education

Bachelor's degree

Job description

J.P. Morgan Chase in the United States seeks a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families.

You will tailor investment solutions and deliver an exceptional client experience across the Chase Wealth Management platform. The role emphasizes building a trusted book of business, collaborating with Chase partners, and educating clients on digital tools to monitor and manage their investments.