Wealth Advisor: Private Client Relationships & Planning

Fairygodboss; Powell (OH); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families.

The role focuses on relationship growth, client education, and leveraging technology to enhance the investor experience. Your expertise will support a wide range of clients, from new savers to high-net-worth individuals, offering advised solutions and referrals to deepen client relationships across our wealth

Qualifications

• Demonstrated ability to build and maintain client relationships.
• Proven success in acquiring and growing a client book.
• Ability to provide goals-based financial advice and planning.

Responsibilities

• Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions through leadership and relationship-building skills
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit integrity and client-first mindset in every interaction
• Educate clients on technology and channels to monitor and manage investments
• Provide holistic financial coaching beyond investments
• Embrace digital innovations to enable clients to bank the way they want

Skills

Relationship-building

Client acquisition

Financial planning

Communication

Education

Bachelor's degree preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families.

The role focuses on relationship growth, client education, and leveraging technology to enhance the investor experience. Your expertise will support a wide range of clients, from new savers to high-net-worth individuals, offering advised solutions and referrals to deepen client relationships across our wealth