Wealth Advisor: Personal Financial Planning

JPMorgan Chase & Co.

St. Louis (MO)

On-site

USD 90,000 - 140,000

Full time

14 days+

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Job summary

JPMorgan Chase & Co. in St. Louis seeks a Private Client Advisor to offer comprehensive financial planning and tailored investment guidance to individuals and families. You will build trusted client relationships, deliver advised solutions, and leverage Chase partner referrals to deepen client engagement.

The role emphasizes a holistic approach, integrating markets knowledge with technology to empower clients and expand the wealth-management book.

Qualifications

At least 2 years in a Financial Advisor role or equivalent financial services experience.
Demonstrated success in client acquisition and relationship management with key partners.
Commitment to goals-based planning and advice.
Active Series 7 license and Series 66 (63/65) or obtained within 60 days.
Active Life, Health and Long Term Care Insurance license or obtained within 60 days.

Responsibilities

Champion and support teammates’ success and the bank’s goals while fostering diversity.
Build a book of business and deliver personalized investment solutions through relationship-building.
Demonstrate a deep understanding of financial markets and sound business judgement.
Maintain integrity and act in clients’ best interests at all times.
Educate clients on technology and channels to monitor and manage investments.
Provide holistic financial coaching beyond investments.
Embrace digital innovations to help clients be digitally confident and bank anytime, anywhere.