Wealth Advisor: Private Client & Financial Planning

JPMorgan Chase & Co.; Oklahoma City (OK); On-site; USD 85,000 - 120,000; Full time

Job summary

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

You will build trusted client relationships, engage with partners, and deliver tailored solutions while demonstrating integrity and a deep understanding of markets. This role emphasizes education on digital tools and holistic financial coaching.

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.
• Active Series 7 license.
• Active Series 66 (63/65) license or obtaining within 60 days of start.
• Active Life, Health and Long Term Care Insurance licenses or obtaining within 60 days.

Responsibilities

• Champion and support your teammates’ success and the bank’s goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Exhibit unwavering integrity that guides client decisions.
• Educate clients on digital tools 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 become more digitally confident and bank when, where, and how they want.

Skills

Client acquisition

Relationship-building

Financial planning

Market knowledge

Integrity

Education

Bachelor's degree

Tools

Series 7 license

Series 66 license

Life, Health and LTC insurance licenses

Job description

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

You will build trusted client relationships, engage with partners, and deliver tailored solutions while demonstrating integrity and a deep understanding of markets. This role emphasizes education on digital tools and holistic financial coaching.