Wealth Advisor - Private Client Planning & Relationships

JPMorgan Chase & Co.; St. George (VT); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families.

You will build lasting client relationships and provide personalized solutions, supported by referral partnerships and digital tools to enhance client experience. The role emphasizes relationship management, education on digital channels, and holistic financial coaching beyond investments, with a strong emphasis on

Qualifications

• Two+ years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and grow client relationships and collaborate with partners.
• Commitment to goals-based planning and providing financial advice.
• Active Series 7, Series 66 required or obtained within 60 days of start.
• Active Life, Health and Long Term Care insurance licenses or obtained within 60 days.

Responsibilities

• Build and manage a book of business with personalized investment solutions.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate deep market understanding and sound business judgement.
• Maintain integrity and client trust while educating clients on digital tools.
• Collaborate with Chase partners to deepen client relationships and referrals.

Skills

Client acquisition

Relationship management

Financial planning

Industry knowledge

Education

Bachelor's degree

CFP certification preferred

Tools

Series 7

Series 66 (63/65)

Life/Health Insurance license

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families.

You will build lasting client relationships and provide personalized solutions, supported by referral partnerships and digital tools to enhance client experience. The role emphasizes relationship management, education on digital channels, and holistic financial coaching beyond investments, with a strong emphasis on