Wealth Advisor: Personal Finance & Investment Strategy

JPMorgan Chase & Co.; Lansing (MI); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families, supporting clients from first savers to those with significant wealth, and to provide an exceptional investor experience with advised solutions and referrals.

You will provide comprehensive financial planning, leverage digital tools to enhance client experiences, and work with partners to deepen client relationships while

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 with a focus on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic financial coaching beyond investments and leverage referrals to deepen relationships.
• Embrace digital innovations to improve client access and experiences.

Skills

Client acquisition

Relationship building

Goals-based planning

Financial advisory experience

Education

Series 7 license

Series 66 license

Life, Health & LTC license

Certified Financial Planner CFP

Bachelor's degree

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families, supporting clients from first savers to those with significant wealth, and to provide an exceptional investor experience with advised solutions and referrals.

You will provide comprehensive financial planning, leverage digital tools to enhance client experiences, and work with partners to deepen client relationships while