Wealth Planning Advisor: Build Relationships & Solutions

JPMorgan Chase & Co.; United States; On-site; USD 75,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in the United States is seeking a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and investment advice for individuals and families.

You will build relationships, deliver customized solutions, and educate clients on digital tools to monitor their investments. The role requires at least 2 years in financial services, a valid Series 7, and Series 66 or 63/65, plus Life/Health/Long Term Care licenses or completion within 60 days.

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 to clients, focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• 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 be digitally confident and bank how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Digital coaching

Education

Bachelor's degree

CFP certification preferred

Tools

Series 7

Series 66 (63/65)

Life/Health/LTC license

Job description

JPMorgan Chase & Co. in the United States is seeking a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and investment advice for individuals and families.

You will build relationships, deliver customized solutions, and educate clients on digital tools to monitor their investments. The role requires at least 2 years in financial services, a valid Series 7, and Series 66 or 63/65, plus Life/Health/Long Term Care licenses or completion within 60 days.