Wealth Advisor: Holistic Planning & Digital Solutions

Fairygodboss; Lima (OH); On-site; USD 85,000 - 140,000; Full time

Job summary

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

You will build lasting client relationships, grow a book of business, and work with partners to deliver tailored solutions with fiduciary care. You will operate within a regulated environment, applying knowledge of markets and technology to enhance the client experience while maintaining the highest

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
• Active Series 7 license
• Active Series 66 license (63/65) or must be obtained within 60 days of starting in role
• Active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in role

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 planning

Regulatory compliance

Education

Bachelor's degree preferred

Tools

Series 7 license

Series 66 license (63/65)

Life/Health/LTC license

Job description

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

You will build lasting client relationships, grow a book of business, and work with partners to deliver tailored solutions with fiduciary care. You will operate within a regulated environment, applying knowledge of markets and technology to enhance the client experience while maintaining the highest