Wealth Advisor: Private Clients & Holistic Planning

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

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment solutions for individuals and families. You will build deep client relationships, guide strategic planning, and refer Chase partners to enhance client outcomes.

The role emphasizes fiduciary duty, integrity, and a client-first approach, with opportunities to leverage digital tools and a broad platform for advising clients across wealth ranges.

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 or must be obtained within 60 days of starting in role.
• A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in role.

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 leveraging leadership and relationship-building skills, focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Educate clients on technology and channels to 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.

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment solutions for individuals and families. You will build deep client relationships, guide strategic planning, and refer Chase partners to enhance client outcomes.

The role emphasizes fiduciary duty, integrity, and a client-first approach, with opportunities to leverage digital tools and a broad platform for advising clients across wealth ranges.