Wealth Advisor: Private Client & Digital Solutions

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

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You will build relationships, provide advised solutions, and leverage Chase partner referrals to deepen client connections.

Role emphasizes integrity, client education on digital tools, and a holistic view of client needs while serving clients across Chase Wealth Management with a strong service mindset.

Qualifications

• 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.
• Active Series 7 license.
• Active Series 66 (63/65) license or must be obtained within 60 days of starting in role.
• Active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in role.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to clients, relying on leadership and relationship-building skills with a focus on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity that guides doing right by clients at every opportunity.
• Educate clients on technology and channels to monitor, maintain, and handle investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become digitally confident and bank when, where, and how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC license

Education

Bachelor’s degree

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You will build relationships, provide advised solutions, and leverage Chase partner referrals to deepen client connections.

Role emphasizes integrity, client education on digital tools, and a holistic view of client needs while serving clients across Chase Wealth Management with a strong service mindset.