Wealth Advisor: Private Client & Planning Specialist

Aumni; United States; On-site; USD 120,000 - 180,000; Full time

Job summary

J.P. Morgan Chase Chase Wealth Management seeks a Private Client Advisor to offer comprehensive financial planning and investment guidance to individuals and families.

You will build trusted client relationships, provide advised solutions, and collaborate with partners to expand opportunities across a broad product platform. The role emphasizes relationship management, fiduciary accountability, and leveraging digital tools to enhance client experience.

Qualifications

• 2+ years as a Financial Advisor or equivalent experience.
• Proven success in acquiring and maintaining clients and collaborating with partners.
• Commitment to goals-based planning and providing advice.
• Licenses required or to be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound judgement.
• Educate clients on technology and channels to monitor investments.
• Maintain integrity and act in clients' best interests.
• Partner referrals to deepen client relationships.
• Foster diversity and inclusive service culture.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Integrity

Education

Series 7 license

Series 66 license

Life/Health/LTC license

Job description

J.P. Morgan Chase Chase Wealth Management seeks a Private Client Advisor to offer comprehensive financial planning and investment guidance to individuals and families.

You will build trusted client relationships, provide advised solutions, and collaborate with partners to expand opportunities across a broad product platform. The role emphasizes relationship management, fiduciary accountability, and leveraging digital tools to enhance client experience.