Wealth Advisor: Holistic Planning & Digital Solutions

Testing Site - JPMC; Fountain Hills (AZ); On-site; USD 90,000 - 140,000; Full time

Job summary

J.P. Morgan Chase's Chase Wealth Management seeks a Private Client Advisor to deliver comprehensive financial planning and individualized investment solutions for high-net-worth individuals.

In this role, you will build a book of business, collaborate with partners, and guide clients through markets using digital tools, while upholding integrity and service. 2+ years as a Financial Advisor with Series 7/66 and Life/Health/LTC licenses is required; CFP preferred.

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
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

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

Financial advisor

Goals-based planning

Series 7

Series 66

Life/Health/LTC license

Education

Bachelor's degree (preferred)

CFP certification preferred

Job description

J.P. Morgan Chase's Chase Wealth Management seeks a Private Client Advisor to deliver comprehensive financial planning and individualized investment solutions for high-net-worth individuals.

In this role, you will build a book of business, collaborate with partners, and guide clients through markets using digital tools, while upholding integrity and service. 2+ years as a Financial Advisor with Series 7/66 and Life/Health/LTC licenses is required; CFP preferred.