Wealth Advisor: Private Client Solutions & Digital Tools

Fairygodboss; Clarksville (TN); On-site; USD 90,000 - 140,000; Full time

Job summary

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

You will help clients build wealth through advised solutions, partner referrals, and a client-centric approach tailored to each financial goal. You will cultivate relationships, educate clients on digital tools, and provide holistic financial guidance beyond investments while maintaining the highest

Qualifications

• At least 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.
• A valid and active Series 7 license.
• A valid and active Series 66 (63/65) license required or must be obtained within 60 days of starting.
• A valid and active Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting.

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 to your clients by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Client acquisition

Relationship-building

Goals-based planning

Financial advisory

Communication

Education

Bachelor's degree preferred

Job description

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

You will help clients build wealth through advised solutions, partner referrals, and a client-centric approach tailored to each financial goal. You will cultivate relationships, educate clients on digital tools, and provide holistic financial guidance beyond investments while maintaining the highest