Wealth Advisor: Private Client Planning & Growth

JPMorgan Chase & Co.; Beavercreek (OH); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families, building trusted relationships and offering solutions across Chase Wealth Management.

You will rely on your licenses and market knowledge to acquire clients and provide an exceptional investor experience, while embracing digital channels to help clients monitor and manage their wealth.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent experience.
• Proven success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.
• Licensing required within stated timeframes.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Demonstrate understanding of financial markets and sound judgment.
• Provide an integrity-driven, client-focused investor experience.
• Educate clients on technology and channels for monitoring investments.
• Offer holistic financial coaching beyond investments.
• Embrace digital tools to enable clients to bank when, where, and how they want.

Skills

Financial advisory

Client relationships

Relationship management

Goals-based planning

Financial markets understanding

Education

CFP Certification

Bachelor's degree

Tools

Series 7 license

Series 66 license

Life/Health/Long-Term Care license

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families, building trusted relationships and offering solutions across Chase Wealth Management.

You will rely on your licenses and market knowledge to acquire clients and provide an exceptional investor experience, while embracing digital channels to help clients monitor and manage their wealth.