Wealth Advisor: Private Client & Holistic Planning

Testing Site - JPMC; Dover (DE); On-site; USD 70,000 - 110,000; Full time

Job summary

J.P. Morgan Chase in the United States is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families.

You will build a book of business, deliver tailored investment solutions, and collaborate with partners to deepen client relationships through digital tools and personalized coaching.

The role emphasizes integrity, understanding markets, and using technology to empower clients’ investing decisions.

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) 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

• Build a book of business and deliver personalized investment solutions to clients.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate strong understanding of financial markets and sound business judgement.
• Uphold high integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Support clients in using digital tools to bank anytime, anywhere.

Skills

Client acquisition

Relationship-building

Goals-based planning

Financial market knowledge

Integrity and compliance

Education

Bachelor’s degree

CFP certification preferred

Job description

J.P. Morgan Chase in the United States is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families.

You will build a book of business, deliver tailored investment solutions, and collaborate with partners to deepen client relationships through digital tools and personalized coaching.

The role emphasizes integrity, understanding markets, and using technology to empower clients’ investing decisions.