Wealth Advisor: Private Client Planning & Relationships

JPMorgan Chase & Co.; Toledo (OH); On-site; USD 75,000 - 110,000; Full time

Job summary

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

You will support a broad client base, from new savers to high-net-worth clients, providing an exceptional investor experience with advised solutions and partner referrals. You will leverage market knowledge, digital tools, and a client-centric approach to grow your book, educate clients on technology, and

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and maintain clients and collaborate with partners.
• Commitment to goals-based planning and advice.
• Active Series 7 is required.
• Active Series 66 (63/65) is required or must be obtained within 60 days of start.
• Active Life, Health and Long Term Care licenses required or must be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide holistic client financial coaching beyond investments.
• Educate clients on digital tools and channels for monitoring and managing investments.
• Demonstrate deep understanding of financial markets and prudent judgment.
• Uphold integrity and client-first ethics in every interaction.

Skills

Relationship building

Financial planning

Client acquisition

Goals-based planning

Regulatory licensing

Education

Bachelor’s degree (preferred)

Tools

Series 7

Series 66 (63/65)

Life / Health / LTC license

Job description

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

You will support a broad client base, from new savers to high-net-worth clients, providing an exceptional investor experience with advised solutions and partner referrals. You will leverage market knowledge, digital tools, and a client-centric approach to grow your book, educate clients on technology, and