Wealth Advisor, Private Client & Planning

JPMorganChase; Lake Geneva (WI); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorganChase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will help clients understand investment solutions, coordinate with partners, and deliver an exceptional investor experience across digital channels.

The role focuses on building relationships, leveraging leadership to grow a book of business, and guiding clients through a broad range of wealth-management services, including planning

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 clients 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 management

Financial planning

Series 7

Series 66 license

Life/Health/LTC license

Goals-based planning

Education

Bachelor's degree

CFP certification preferred

Job description

JPMorganChase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will help clients understand investment solutions, coordinate with partners, and deliver an exceptional investor experience across digital channels.

The role focuses on building relationships, leveraging leadership to grow a book of business, and guiding clients through a broad range of wealth-management services, including planning