Wealth Relationship Architect | Private Client Advisor

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

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will build strong client relationships and offer tailored investment solutions to meet diverse financial goals.

You will work with a team to expand a book of business, leverage digital tools, and maintain a high standard of client service while upholding the firm's commitment to integrity and risk management.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and maintaining long-term relationships.
• Ability to deliver goals-based planning and tailored financial advice.
• A valid and active Series 7 license; Series 66 (63/65) or eligibility within 60 days.
• A valid Life, Health and Long Term Care Insurance license or eligibility within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions through relationship management.
• Provide comprehensive financial planning and investment guidance for individuals and families.
• Demonstrate understanding of financial markets and sound judgment.
• Advise clients on digital tools and channels to monitor and manage investments.
• Collaborate with partners to deepen client relationships and referrals.
• Uphold integrity and act in clients’ best interests at all times.

Skills

Client acquisition

Relationship management

Goals-based planning

Communication skills

Education

Bachelor's degree preferred

CFP certification preferred

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will build strong client relationships and offer tailored investment solutions to meet diverse financial goals.

You will work with a team to expand a book of business, leverage digital tools, and maintain a high standard of client service while upholding the firm's commitment to integrity and risk management.