Wealth Planning Advisor for High-Net-Worth Clients

JPMorgan Chase & Co.; Albuquerque (NM); On-site; USD 85,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and tailored investment advice to individuals and families.

You will build lasting client relationships, deliver advised solutions, and collaborate with Chase partner referrals to deepen client engagement. The role emphasizes integrity, client education on digital channels, and a holistic approach to financial coaching, across varying wealth levels, with ongoing emphasis on

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.
• Active Series 7 required.
• Active Series 66 (63/65) required or must be obtained within 60 days of start.
• Active Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of start.

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 your clients by relying on leadership and relationship-building skills.
• 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 their 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-building

Goals-based planning

Client acquisition

Financial markets knowledge

Education

Series 7 license

Series 66 license (63/65)

Life/Health/LTC license

CFP certification (preferred)

Bachelor's degree (preferred)

Job description

JPMorgan Chase & Co. seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and tailored investment advice to individuals and families.

You will build lasting client relationships, deliver advised solutions, and collaborate with Chase partner referrals to deepen client engagement. The role emphasizes integrity, client education on digital channels, and a holistic approach to financial coaching, across varying wealth levels, with ongoing emphasis on