Wealth Advisor - Private Client, Holistic Planning

JP Morgan Chase; Mullica Hill (NJ); On-site; USD 100,000 - 180,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families. You will build trusted relationships, advise on solutions, and leverage partner referrals to deepen client engagements.

The role emphasizes client acquisition, ongoing relationship management, and an emphasis on using digital tools to enhance the investor experience and accessibility to services.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 and Series 66 (63/65) or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance licenses or must be obtained within 60 days of starting.

Responsibilities

• Champion and support teammates' success and the goals of the bank, fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions through leadership and relationship-building, with focus on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity and commitment to 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 be digitally confident and bank how they want.

Skills

Relationship management

Goals-based planning

Financial planning

Client acquisition

Education

Bachelor’s degree

CFP certification

Job description

JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families. You will build trusted relationships, advise on solutions, and leverage partner referrals to deepen client engagements.

The role emphasizes client acquisition, ongoing relationship management, and an emphasis on using digital tools to enhance the investor experience and accessibility to services.