Wealth Advisor, Private Client & Digital Solutions

Aumni; Clarksville (TN); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in the United States is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and tailored investment guidance for individuals and families.

You will build trusted client relationships and deliver advisory solutions through close collaboration with Chase partners. The role emphasizes integrity, market knowledge, and educating clients on digital tools to monitor and manage investments, while offering holistic financial

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

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 your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Series 7

Series 66 (63/65)

Life/Health/LTC license

Client acquisition

Relationship management

Financial planning

Education

Bachelor's degree preferred

Job description

JPMorgan Chase & Co. in the United States is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and tailored investment guidance for individuals and families.

You will build trusted client relationships and deliver advisory solutions through close collaboration with Chase partners. The role emphasizes integrity, market knowledge, and educating clients on digital tools to monitor and manage investments, while offering holistic financial