Wealth Advisor: Private Client & Planning Pro

JPMorgan Chase & Co.

Dover (DE)

On-site

USD 110,000 - 170,000

Full time

14 days+

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Job summary

J.P. Morgan Chase is hiring a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families. You will build relationships, deliver tailored investment solutions, and guide clients through digital tools and platforms for ongoing financial care.

The role emphasizes integrity, client-centric service, and collaboration with partners to deepen client relationships and grow a book of business.

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.

Responsibilities

Build a book of business and deliver personalized investment solutions to 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.
Educate clients on technology and channels to monitor and manage 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.