Wealth Advisor: Private Client & Holistic Planning

JPMorgan Chase & Co.; Benton (AR); On-site; USD 85,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in the United States invites experienced financial professionals to join Chase Wealth Management as Private Client Advisor, delivering comprehensive financial planning and investment solutions to individuals and families.

The role requires Series 7 and Series 66 (63/65) or to obtain within 60 days, plus Life/Health/LTC licenses; CFP and a bachelor’s degree are preferred. Build relationships, educate clients, and coordinate with partners for holistic financial strategies.

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.
• A valid and active Series 7.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.

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 the firm's 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 the firm's 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

Goals-based planning

Series 7

Series 66 (63/65)

Life/Health/LTC licenses

Education

Bachelor’s degree preferred

Job description

JPMorgan Chase & Co. in the United States invites experienced financial professionals to join Chase Wealth Management as Private Client Advisor, delivering comprehensive financial planning and investment solutions to individuals and families.

The role requires Series 7 and Series 66 (63/65) or to obtain within 60 days, plus Life/Health/LTC licenses; CFP and a bachelor’s degree are preferred. Build relationships, educate clients, and coordinate with partners for holistic financial strategies.