Wealth Advisor – Private Client Planning

JPMorganChase; Fort Smith (AR); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families within Chase Wealth Management. You will grow a client book, leverage partner referrals, and provide an exceptional investor experience across digital channels and traditional advisory services.

The role requires a strong emphasis on relationship management, integrity, and a deep understanding of financial markets.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound judgment.
• Maintain the highest level of integrity and client trust.
• Educate clients on technology and channels to monitor investments.
• Offer holistic financial coaching beyond investments.

Skills

Client acquisition

Relationship management

Goals-based planning

Education

Bachelor's degree preferred

CFP certification preferred

Job description

JPMorgan Chase is seeking a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families within Chase Wealth Management. You will grow a client book, leverage partner referrals, and provide an exceptional investor experience across digital channels and traditional advisory services.

The role requires a strong emphasis on relationship management, integrity, and a deep understanding of financial markets.