Wealth Management Advisor & Client Relationship Builder

JPMorgan Chase & Co.; Rocky River (OH); On-site; USD 65,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor for Chase Wealth Management in Ohio. You will deliver comprehensive financial planning and personalized investment solutions, building long-term client relationships through trusted guidance and referrals.

You will work with clients at various wealth levels, leveraging market knowledge and digital tools to enhance the investor experience while maintaining the highest standards of integrity and service.

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.

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 focusing on relationship management, not portfolio management.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Exhibit 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 digitally confident and bank when, where, and how they want.

Skills

Client acquisition

Relationship building

Goals-based planning

Industry knowledge

Regulatory compliance

Education

Series 7 license

Series 66 license

Life/Health/Long-Term Care license

CFP certification

Bachelor’s degree

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor for Chase Wealth Management in Ohio. You will deliver comprehensive financial planning and personalized investment solutions, building long-term client relationships through trusted guidance and referrals.

You will work with clients at various wealth levels, leveraging market knowledge and digital tools to enhance the investor experience while maintaining the highest standards of integrity and service.