Wealth Advisor: Personal, Digital-First Financial Planning

Fairygodboss; Carmel (IN); On-site; USD 90,000 - 140,000; Full time

Job summary

J.P. Morgan Chase’s Chase Wealth Management is seeking a Private Client Advisor to offer comprehensive financial planning and advice to individuals and families, helping them grow and protect wealth with a personalized investment strategy.

You will build a book of business, rely on leadership and relationship-building, provide investment solutions, and educate clients on digital tools to monitor and manage their investments while upholding the bank's standards and commitment to diversity.

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

• Build a book of business and deliver personalized investment solutions to clients through leadership and relationship-building.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Exhibit integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage investments.
• Offer a holistic view of clients' needs and financial coaching beyond investments.

Skills

Client acquisition

Relationship-building

Goals-based planning

Series 7

Series 66

Life/Health/LTC license

Education

Bachelor's degree preferred

Job description

J.P. Morgan Chase’s Chase Wealth Management is seeking a Private Client Advisor to offer comprehensive financial planning and advice to individuals and families, helping them grow and protect wealth with a personalized investment strategy.

You will build a book of business, rely on leadership and relationship-building, provide investment solutions, and educate clients on digital tools to monitor and manage their investments while upholding the bank's standards and commitment to diversity.