Wealth Advisor: Holistic Planning & Digital Tools

Testing Site - JPMC; Arlington (TX); On-site; USD 85,000 - 140,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will interact with clients to offer investment solutions, while leveraging digital tools and Chase referrals to deepen relationships. Ideal candidates have a proven track record in client acquisition, strong financial markets understanding, and active registrations (Series 7, Series 66) with pertinent insurance licenses,

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Commitment to goals-based planning and financial advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice to individuals and families.
• Explain investment concepts and digital tools to clients for monitoring their investments.
• Maintain integrity and prioritize clients' interests in every interaction.
• Collaborate with Chase partners to deepen client relationships.

Skills

Financial advising

Client relationships

Goals-based planning

Series 7

Series 66

Insurance license

Education

Bachelor's degree

Job description

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will interact with clients to offer investment solutions, while leveraging digital tools and Chase referrals to deepen relationships. Ideal candidates have a proven track record in client acquisition, strong financial markets understanding, and active registrations (Series 7, Series 66) with pertinent insurance licenses,