Wealth Advisor: Private Client Planning & Solutions

JPMorgan Chase & Co.; Sparta Township (NJ); On-site; USD 90,000 - 160,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor for Chase Wealth Management.

You will deliver comprehensive financial planning and personalized investment solutions to individuals and families, building strong client relationships and collaborating with partners to deepen client engagement. You will leverage knowledge of financial markets, uphold uncompromising integrity, and educate clients on digital tools to monitor and manage their investments.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Licensing: Series 7 and Series 66 (63/65) or obtain within 60 days of starting.
• Licensing: Life, Health and Long Term Care Insurance license or obtain within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate knowledge of financial markets and sound business judgement.
• Maintain integrity in client interactions and financial decisions.
• Educate clients on technology and channels for monitoring investments.
• Offer holistic view of client needs beyond investments.
• Embrace digital tools to enhance client engagement and online banking.

Skills

Client acquisition

Relationship management

Goals-based planning

Education

Bachelor's degree

Certified Financial Planning CFP

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor for Chase Wealth Management.

You will deliver comprehensive financial planning and personalized investment solutions to individuals and families, building strong client relationships and collaborating with partners to deepen client engagement. You will leverage knowledge of financial markets, uphold uncompromising integrity, and educate clients on digital tools to monitor and manage their investments.