Wealth Advisor: Private Client & Planning

Testing Site - JPMC; Erie (CO); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions for individuals and families. You will build relationships, provide advised solutions, and leverage Chase referrals to deepen client engagement.

The role emphasizes integrity, client education on digital tools, and a holistic view of client needs, with opportunities to grow within a premier wealth management franchise.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and cultivating client relationships.
• Commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 (63/65) or must be obtained within 60 days of starting.
• Active 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, fostering diversity.
• Build a book of business and deliver personalized investment solutions leveraging leadership and relationship-building.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Maintain unwavering integrity and act in clients' best interests.
• Educate clients on technology 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 bank when, where, and how they want.

Skills

Client acquisition

Relationship building

Market knowledge

Integrity

Education

Series 7

Series 66

Life/Health Insurance license

CFP certification (preferred)

Bachelor's degree (preferred)

Job description

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions for individuals and families. You will build relationships, provide advised solutions, and leverage Chase referrals to deepen client engagement.

The role emphasizes integrity, client education on digital tools, and a holistic view of client needs, with opportunities to grow within a premier wealth management franchise.