Wealth Advisor: Private Client & Planning

JPMorgan Chase & Co.; Norfolk (VA); On-site; USD 85,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families. You will deliver an exceptional investor experience with advised solutions and referrals that deepen client relationships.

The role emphasizes relationship management, market understanding, and integrity, while leveraging digital tools to empower clients to monitor and manage their investments efficiently.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.
• A valid and active Series 7 license.
• A valid and active Series 66 (63/65) license required or within 60 days of starting.
• A valid and active Life, Health and Long Term Care Insurance license required or within 60 days of starting.

Responsibilities

• Champion and support teammates' success and bank goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions.
• Demonstrate deep understanding of financial markets and sound judgment.
• Uphold integrity and client-first principles.
• Educate clients on technology and channels to monitor investments.
• Provide holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to help clients bank the way they want.

Skills

Client relationships

Financial planning

Goal-based advice

Regulatory licenses

Education

Bachelor's degree preferred

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families. You will deliver an exceptional investor experience with advised solutions and referrals that deepen client relationships.

The role emphasizes relationship management, market understanding, and integrity, while leveraging digital tools to empower clients to monitor and manage their investments efficiently.