Wealth Planner & Private Client Advisor

Testing Site - JPMC; Huntington (WV); On-site; USD 85,000 - 130,000; Full time

Job summary

J.P. Morgan Chase seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance for individuals and families. You will build relationships, deliver advised solutions, and collaborate with Chase partners to deepen client engagement.

You will educate clients on digital channels, monitor investments, and coach on broader financial needs with integrity and client-centric 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.
• A valid and active Series 7.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• CFP certification is preferred.
• Bachelor’s degree preferred

Responsibilities

• Champion and support teammates’ success and foster 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.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Educate clients on the technology and channels available to monitor, maintain, and handle 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

Relationship management

Financial markets

Goals-based planning

Client acquisition

Regulatory licenses

Communication

Education

Bachelor's degree preferred

Job description

J.P. Morgan Chase seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance for individuals and families. You will build relationships, deliver advised solutions, and collaborate with Chase partners to deepen client engagement.

You will educate clients on digital channels, monitor investments, and coach on broader financial needs with integrity and client-centric service.