Wealth Advisor - Private Client & Planning

Aumni; United States; On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and investment advice to individuals and families.

You will interact with clients, build relationships, and deliver tailored investment solutions leveraging leadership and partnerships across the bank. The role emphasizes integrity, client-first service, and use of digital tools to enhance the investor experience, with a competitive total rewards package and ongoing

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in acquiring and maintaining clients and partnering with key teams.
• Active Series 7 and Series 66 licenses or obtain within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide holistic financial planning and advice to individuals and families.
• Educate clients on technology and channels to monitor their investments.

Skills

Client acquisition

Relationship management

Financial planning

Education

Bachelor's degree preferred

CFP certification preferred

Tools

Series 7 license

Series 66 license

Life/Health/LTC license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and investment advice to individuals and families.

You will interact with clients, build relationships, and deliver tailored investment solutions leveraging leadership and partnerships across the bank. The role emphasizes integrity, client-first service, and use of digital tools to enhance the investor experience, with a competitive total rewards package and ongoing