Private Client Advisor - Holistic Wealth Planning

JPMorganChase; Billings (MT); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

A leading financial services firm is seeking a Private Client Advisor in Billings, Montana, to provide comprehensive financial planning and advice. The role involves building client relationships, delivering personalized investment solutions, and offering holistic financial coaching. Candidates should have at least 2 years of experience in financial advisory roles and hold a valid Series 7 and Series 66 licenses. A Bachelor’s degree is preferred. This position promises competitive compensation and a thorough benefits package.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in acquiring and maintaining client relationships.
• Ability to provide goals-based planning and financial advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology and investment monitoring.
• Provide holistic financial coaching beyond just investments.

Skills

Client acquisition

Relationship management

Financial coaching

Integrity

Technology education

Education

Bachelor’s degree

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

A leading financial services firm is seeking a Private Client Advisor in Billings, Montana, to provide comprehensive financial planning and advice. The role involves building client relationships, delivering personalized investment solutions, and offering holistic financial coaching. Candidates should have at least 2 years of experience in financial advisory roles and hold a valid Series 7 and Series 66 licenses. A Bachelor’s degree is preferred. This position promises competitive compensation and a thorough benefits package.