Wealth Relationship Advisor: Client Planning & Digital Solutions

JPMorgan Chase & Co.; Prosper (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. invites you to join Chase Wealth Management as a Private Client Advisor, delivering tailored financial planning and investment guidance to individuals and families.

You will build trusted relationships, leverage digital tools, and coordinate with partners to provide comprehensive solutions, while upholding the highest standards of integrity. The role focuses on goals-based planning, client acquisition, and providing holistic financial coaching to help clients monitor and

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
• A valid and active Series 7 license
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

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 the firm’s 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
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of the firm’s 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

Job description

JPMorgan Chase & Co. invites you to join Chase Wealth Management as a Private Client Advisor, delivering tailored financial planning and investment guidance to individuals and families.

You will build trusted relationships, leverage digital tools, and coordinate with partners to provide comprehensive solutions, while upholding the highest standards of integrity. The role focuses on goals-based planning, client acquisition, and providing holistic financial coaching to help clients monitor and