Wealth Advisor — Holistic Planning & Digital Solutions

Testing Site - JPMC; Webster Groves (MO); On-site; USD 90,000 - 150,000; Full time

Job summary

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

You will rely on leadership, relationships, and digital tools to enhance the client experience and drive trusted advisory relationships. The role emphasizes integrity, ongoing client education about markets, and a holistic approach to financial coaching beyond investments, with strong

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.

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 clients by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity and focus on doing right by clients.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients bank when and where they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Investment advisory

Digital literacy

Education

Bachelor’s degree preferred

CFP certification preferred

Job description

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

You will rely on leadership, relationships, and digital tools to enhance the client experience and drive trusted advisory relationships. The role emphasizes integrity, ongoing client education about markets, and a holistic approach to financial coaching beyond investments, with strong