Wealth Advisor – Holistic Planning & Growth

JPMorgan Chase & Co.; Dublin (OH); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions for individuals and families, building strong client relationships and leveraging digital tools to enhance the investor experience.

The role emphasizes relationship management, knowledge of markets, and commitment to integrity, with required Series 7 and Series 66 licenses (or obtained within 60 days) and Life, Health, and LTC licenses.

Qualifications

• 2+ years in a Financial Advisor role or equivalent
• Proven success in client acquisition and relationship-building
• Commitment to goals-based planning and advice; licenses required or to be obtained within 60 days

Responsibilities

• Build a book of business and deliver personalized investment solutions
• Provide holistic view of client needs and financial coaching
• Educate clients on technology and channels to monitor investments
• Maintain integrity and client-focused service across digital and in-branch channels

Skills

Series 7 license

Series 66 license

Life, health & LTC license

CFP certification (preferred)

Relationship management

Education

Bachelor's degree preferred

Job description

JPMorgan Chase & Co. seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions for individuals and families, building strong client relationships and leveraging digital tools to enhance the investor experience.

The role emphasizes relationship management, knowledge of markets, and commitment to integrity, with required Series 7 and Series 66 licenses (or obtained within 60 days) and Life, Health, and LTC licenses.