Private Client Advisor: Holistic Wealth & Digital Tools

JPMorgan Chase & Co.; Las Vegas (NV); On-site; USD 85,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. in Las Vegas seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families, building lasting client relationships and offering investment solutions across a broad product platform.

You will work with clients ranging from new savers to high-net-worth individuals, leveraging digital tools to enhance the investor experience while adhering to regulatory requirements and maintaining fiduciary

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.
• 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.
• 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.

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 focusing on relationship management.
• 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 monitor and manage 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

Relationship building

Financial planning

Client acquisition

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC license

Education

Bachelor's degree preferred

Job description

JPMorgan Chase & Co. in Las Vegas seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families, building lasting client relationships and offering investment solutions across a broad product platform.

You will work with clients ranging from new savers to high-net-worth individuals, leveraging digital tools to enhance the investor experience while adhering to regulatory requirements and maintaining fiduciary