Wealth Advisor, Private Client — Digital & Holistic Planning

JPMorgan Chase & Co.; Toledo (OH); On-site; USD 80,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and advice to individuals and families. You will support clients from saving starts to significant wealth, offering advised solutions and referrals to deepen relationships.

The role emphasizes relationship management, client education on digital channels, and a holistic view of client needs while leveraging cutting-edge technology to enhance the investor experience.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 license is required.
• Active Series 66 license (63/65) required or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting.

Responsibilities

• Champion and support teammates’ success and the bank’s goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Exhibit integrity and act in clients’ best interests.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients bank the way they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Integrity

Education

Bachelor's degree preferred

CFP certification preferred

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and advice to individuals and families. You will support clients from saving starts to significant wealth, offering advised solutions and referrals to deepen relationships.

The role emphasizes relationship management, client education on digital channels, and a holistic view of client needs while leveraging cutting-edge technology to enhance the investor experience.