Wealth Planning Advisor: Digital Client Experience

JPMorgan Chase & Co.; Klamath Falls (OR); On-site; USD 90,000 - 150,000; Full time

Job summary

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

You will offer advised solutions and leverage Chase partner referrals to deepen client relationships. You will build a book of business, maintain client relationships, and stay informed about markets while delivering an exceptional investor experience.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Commitment to goals-based planning and advice.
• Series 7 and Series 66 licenses required or obtained within 60 days.
• Life, Health and Long Term Care Insurance licenses required or obtained within 60 days.
• CFP certification preferred; Bachelor's degree preferred.

Responsibilities

• Champion and support teammates’ success while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions through leadership and relationship-building.
• Demonstrate deep understanding of financial markets and sound business judgment.
• 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 bank where and how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Education

Series 7 license

Series 66 license

Life/Health/LTC license

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 guidance to individuals and families.

You will offer advised solutions and leverage Chase partner referrals to deepen client relationships. You will build a book of business, maintain client relationships, and stay informed about markets while delivering an exceptional investor experience.