Wealth Planning & Relationship Advisor

JPMorgan Chase & Co.; Hilliard (OH); On-site; USD 80,000 - 120,000; Full time

Job summary

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

You will build relationships, provide tailored advice, and coordinate with partners to deepen client connections. You will help clients monitor and manage their investments, educate them on digital channels, and deliver a holistic view of financial needs beyond investments, while upholding high integrity and client

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

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 via leadership and relationship-building; focus 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, maintain, and handle investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients bank when, where, and how they want.

Skills

Relationship Building

Goals-Based Planning

Client Acquisition

Series 7 license

Series 66 license

Life, Health, Long Term Care license

Licenses within 60 days

Education

Bachelor's degree

CFP certification preferred

Job description

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

You will build relationships, provide tailored advice, and coordinate with partners to deepen client connections. You will help clients monitor and manage their investments, educate them on digital channels, and deliver a holistic view of financial needs beyond investments, while upholding high integrity and client