Wealth Advisory & Relationship Architect

JPMorgan Chase & Co.; Dover (NH); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families.

You will build deep client relationships and deliver personalized solutions, while collaborating with partners across the firm to deepen client engagement. The role requires at least 2 years in financial services, active Series 7 and Series 66 licenses, and a commitment to fiduciary standards and ongoing client

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Commitment to goals-based planning and advice.

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 clients, focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Maintain integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage 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 anytime, anywhere.

Skills

Client acquisition

Relationship-building

Goals-based planning

Financial markets understanding

Integrity

Education

Bachelor's degree preferred

CFP certification preferred

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families.

You will build deep client relationships and deliver personalized solutions, while collaborating with partners across the firm to deepen client engagement. The role requires at least 2 years in financial services, active Series 7 and Series 66 licenses, and a commitment to fiduciary standards and ongoing client