Private Client Advisor

Responsibilities

• Provide comprehensive financial planning and personalized investment advice to individuals and families
• Build and manage a book of business through proactive relationship management and client acquisition
• Deliver holistic financial coaching that addresses client needs beyond simple investments
• Educate clients on digital tools and technology to help them monitor and manage their investments
• Collaborate with internal partners to provide referrals and deepen client relationships
• Maintain high standards of integrity and sound business judgment in all client interactions

Requirements

• At least 2 years of experience in a Financial Advisor role or equivalent financial services experience
• Demonstrated success in client acquisition and relationship cultivation
• A valid and active Series 7 license
• Ability to obtain a Series 66 (or 63/65) license within 60 days of hire
• Ability to obtain a Life, Health, and Long Term Care Insurance license within 60 days of hire

Preferred Qualifications

• Certified Financial Planning (CFP®) certification
• Bachelor's degree

About the Company

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, offering everything from automated investing to full-service advisor relationships.