Digital-Forward Private Client Wealth Advisor

JPMorgan Chase & Co.; North Las Vegas (NV); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in the Las Vegas area is seeking a Private Client Advisor to provide comprehensive financial planning and tailored investment guidance to individuals and families, helping them grow and protect wealth with a client‑centric approach.

You will build a book of business, deliver personalized investment solutions, collaborate with partners, and uphold the highest standards of integrity while educating clients on digital tools to monitor and manage their investments.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 license (63/65) or obtained within 60 days of starting.
• Active Life, Health and Long Term Care license or obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide comprehensive financial planning and advice across a range of wealth levels.
• Demonstrate understanding of financial markets and sound judgement.
• Maintain integrity and act in clients' best interests.
• Educate clients on technology and channels for monitoring investments.
• Provide holistic financial coaching beyond investments.
• Leverage digital tools to enhance client experience and online access.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Integrity and ethics

Education

CFP certification

Bachelor's degree (preferred)

Tools

Series 7

Series 66

Life/Health/LTC license

Job description

JPMorgan Chase & Co. in the Las Vegas area is seeking a Private Client Advisor to provide comprehensive financial planning and tailored investment guidance to individuals and families, helping them grow and protect wealth with a client‑centric approach.

You will build a book of business, deliver personalized investment solutions, collaborate with partners, and uphold the highest standards of integrity while educating clients on digital tools to monitor and manage their investments.