Wealth Advisor: Private Client Planning & Relationships

JPMorgan Chase; St. Louis (MO); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase in St. Louis is seeking a Private Client Advisor for Chase Wealth Management. You will provide comprehensive financial planning and advice, build client relationships, and deliver personalized investment solutions.

The ideal candidate has a minimum of 2 years in a financial advisor role, with necessary licenses and a commitment to client satisfaction. A strong understanding of financial markets and digital solutions is crucial.

J.P. Morgan offers a competitive rewards package, including health coverage and retirement plans.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated ability to integrate with key partners.
• Valid Series 7 and Series 66 licenses required.

Responsibilities

• Champion teammates' success and bank goals.
• Build and deliver personalized investment solutions.
• Educate clients on technology for investment management.

Skills

Client acquisition

Investment solutions delivery

Financial market understanding

Relationship management

Digital confidence

Education

Bachelor's degree

CFP certification

Tools

CRM systems

Financial planning software

Job description

J.P. Morgan Chase in St. Louis is seeking a Private Client Advisor for Chase Wealth Management. You will provide comprehensive financial planning and advice, build client relationships, and deliver personalized investment solutions.

The ideal candidate has a minimum of 2 years in a financial advisor role, with necessary licenses and a commitment to client satisfaction. A strong understanding of financial markets and digital solutions is crucial.

J.P. Morgan offers a competitive rewards package, including health coverage and retirement plans.