Wealth Advisor: Private Clients & Holistic Planning

JPMorgan Chase & Co.; Washington; On-site; USD 85,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families.

The role centers on building strong client relationships, offering advised solutions, and leveraging Chase referrals to deepen client engagement. You will help clients monitor and manage their investments, while educating them on technology and digital channels.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in acquiring and maintaining clients and integrating with key partners.
• Demonstrated commitment to goals-based planning and advice.
• Active Series 7 and Series 66 licenses or must obtain within 60 days of starting.
• Active Life, Health, and Long Term Care insurance licenses or must obtain within 60 days of starting.

Responsibilities

• Grow a book of business and deliver personalized investment solutions with a focus on relationship management.
• Demonstrate understanding of financial markets and sound business judgment.
• Maintain client relationships and provide financial coaching beyond investments.
• Educate clients on digital tools and channels to monitor and manage investments.
• Promote digital innovations to enable clients to bank when and how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial knowledge

Communication skills

Education

Series 7 license

Series 66 license (63/65)

Life/Health/LTC insurance license

Bachelor's degree

CFP certification

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families.

The role centers on building strong client relationships, offering advised solutions, and leveraging Chase referrals to deepen client engagement. You will help clients monitor and manage their investments, while educating them on technology and digital channels.