Albuquerque Private Client Advisor – Wealth Management

Fairygodboss; Albuquerque (NM); On-site; USD 80,000 - 140,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor for Chase Wealth Management to deliver comprehensive financial planning and investment solutions for individuals and families. You will grow client relationships by providing advised solutions and collaborating with Chase partners to deepen client engagement.

The role emphasizes relationship management, fiduciary integrity, and the ability to educate clients on digital tools that enhance monitoring and management of investments.

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.

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 your 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 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

Skills

Client acquisition

Relationship management

Goals-based planning

Financial planning

Education

Series 7 license

Series 66 license (63/65)

Life/Health/LTC insurance license

CFP certification preferred

Bachelor's degree preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor for Chase Wealth Management to deliver comprehensive financial planning and investment solutions for individuals and families. You will grow client relationships by providing advised solutions and collaborating with Chase partners to deepen client engagement.

The role emphasizes relationship management, fiduciary integrity, and the ability to educate clients on digital tools that enhance monitoring and management of investments.