Wealth Planning & Client Growth Advisor

JPMorgan Chase & Co.

Boardman Township (OH)

On-site

USD 90,000 - 150,000

Full time

4 days ago

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Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor for Chase Wealth Management in the United States. You will provide comprehensive financial planning and advice to individuals and families, building strong client relationships and delivering tailored investment solutions.

The role emphasizes relationship management, knowledge of financial markets, integrity, and onboarding clients to digital tools. Strong licensing requirements apply, with ongoing education and governance supporting

Qualifications

At least 2 years in a Financial Advisor role or equivalent.
Active Series 7 license.
Active Series 66 license (63/65) or must be obtained within 60 days of starting.
Active Life, Health and Long Term Care license or must be obtained within 60 days of starting.
Strong client acquisition and relationship-building skills.
Bachelor's degree preferred.

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 focusing on relationship management over portfolio management.
Demonstrate a deep understanding of financial markets and sound business judgement.
Exhibit unwavering integrity that guides clients’ interests.
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 become more digitally confident and bank how they want.