Wealth Advisor - Private Client Planning & Relationships

Testing Site - JPMC; Lehi (UT); On-site; USD 80,000 - 120,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families, helping them meet their financial needs with personalized investment solutions.

You will build and manage a book of business, partner with specialists, and educate clients on digital tools to monitor their investments, while upholding the firm’s commitment to integrity and exceptional client service.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Active Series 7 license.
• Active Series 66 license or must obtain within 60 days of start.
• Active Life, Health and Long-Term Care license or must obtain within 60 days.
• Strong client acquisition and relationship-building skills.
• Knowledge of goals-based financial planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide comprehensive financial planning and advice for individuals and families.
• Educate clients on technology and channels to monitor and manage investments.
• Demonstrate integrity and client-focused decision making.
• Collaborate with Chase partners to deepen client relationships.
• Support clients with a holistic view of their financial needs.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial analysis

Education

Series 7 license

Series 66 license (63/65)

Life, Health & LTC license

Bachelor’s degree (preferred)

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families, helping them meet their financial needs with personalized investment solutions.

You will build and manage a book of business, partner with specialists, and educate clients on digital tools to monitor their investments, while upholding the firm’s commitment to integrity and exceptional client service.