Wealth Advisor: Personal Planning & Digital Solutions

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

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families, building lasting relationships and delivering an exceptional investor experience.

You will rely on deep market knowledge, fiduciary standards, and digital channels to tailor advised solutions, deepen client relationships through Chase referrals, and help clients monitor and manage their investments.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and maintain clients and collaborate with partners.
• Commitment to goals-based planning and financial advice.
• Active Series 7 license.
• Active Series 66 license or obtained within 60 days of start.
• Active Life, Health and Long-Term Care insurance licenses or obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions with a relationship focus.
• Demonstrate deep understanding of financial markets and sound judgement.
• Provide holistic financial coaching beyond investments.
• Educate clients on technology and channels to monitor investments.
• Embrace digital innovations to enable clients to bank anywhere, anytime.

Skills

Client acquisition

Relationship management

Goal-based planning

Financial market understanding

Digital channel education

Education

Bachelor's degree

CFP certification (preferred)

Tools

Series 7

Series 66 (63/65)

Life/Health/ LTC license

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families, building lasting relationships and delivering an exceptional investor experience.

You will rely on deep market knowledge, fiduciary standards, and digital channels to tailor advised solutions, deepen client relationships through Chase referrals, and help clients monitor and manage their investments.