Wealth Advisor - Private Client Solutions

JPMorgan Chase & Co.; Belpre (OH); On-site; USD 80,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment guidance to individuals and families.

You will build deep client relationships, work with partners, and promote digital tools to monitor and manage investments, while upholding integrity and fiduciary responsibilities.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• Active Series 7 license is required.
• Active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role.
• Active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients, focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity and act in clients' best interests at every opportunity.
• Educate clients on technology and channels to monitor and manage their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients be more digitally confident and bank how they want.

Skills

Financial Advisor experience

Client acquisition

Relationship management

Series 7

Series 66

Life/Health LTC license

Education

Bachelor’s degree preferred

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment guidance to individuals and families.

You will build deep client relationships, work with partners, and promote digital tools to monitor and manage investments, while upholding integrity and fiduciary responsibilities.