Wealth Advisor — Private Client Planning & Digital Solutions

JPMorgan Chase & Co.; Boise (ID); On-site; USD 85,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. invites applicants for a Private Client Advisor in Chase Wealth Management. You will provide comprehensive financial planning and investment advice to individuals and families, building lasting relationships and delivering an exceptional investor experience.

You will use a broad investment platform, work with partners, and stay current on markets, technology, and client needs. The role emphasizes integrity, client education, and a holistic view of wealth management, with

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven 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 your clients by relying on leadership and relationship-building skills.
• 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 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 relationships

Goals-based planning

Financial advisory

Financial markets knowledge

Education

Bachelor's degree

CFP certification

Job description

JPMorgan Chase & Co. invites applicants for a Private Client Advisor in Chase Wealth Management. You will provide comprehensive financial planning and investment advice to individuals and families, building lasting relationships and delivering an exceptional investor experience.

You will use a broad investment platform, work with partners, and stay current on markets, technology, and client needs. The role emphasizes integrity, client education, and a holistic view of wealth management, with