Wealth Planning Advisor

Aumni; West Virginia; On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase, a leading global financial services firm, seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.

You will build strong client relationships, deliver customized investment solutions, and leverage digital channels to enhance the client experience, while upholding the firm's commitment to integrity and service excellence.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Proven success in acquiring clients and building relationships with partners.
• Commitment to goals-based planning and delivering advisory services.

Responsibilities

• Champion and support teammates’ success and the bank’s diversity goals.
• Build a book of business and deliver personalized investment solutions with a focus on relationship management.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Show integrity and act in clients’ best interests.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital tools to help clients become digitally confident.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial advisory

Education

Bachelor’s degree

CFP certification

Job description

J.P. Morgan Chase, a leading global financial services firm, seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.

You will build strong client relationships, deliver customized investment solutions, and leverage digital channels to enhance the client experience, while upholding the firm's commitment to integrity and service excellence.