Private Client Advisor | Wealth & Digital Investing

JPMorganChase; Des Moines (IA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Backup childcare

Mental health support

Job summary

JPMorganChase, located in Des Moines, Iowa, is seeking a Financial Advisor. The role emphasizes building client relationships and providing a holistic view of financial needs. Candidates must have at least 2 years of experience and requisite financial licenses.

The position offers a competitive salary, potential commission-based pay, and various health and wellness benefits to support employees. Join a team committed to diversity and innovation in client service.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining relationships.
• Commitment to goals‑based planning and advice.

Responsibilities

• Build a book of business by delivering personalized investment solutions.
• Provide financial coaching beyond investments.
• Educate clients about available technology and banking options.

Skills

Client acquisition

Relationship management

Financial market knowledge

Digital literacy

Education

Bachelor's degree

Tools

Series 7 license

Series 66 license

Life, Health, and Long Term Care Insurance license

Job description

JPMorganChase, located in Des Moines, Iowa, is seeking a Financial Advisor. The role emphasizes building client relationships and providing a holistic view of financial needs. Candidates must have at least 2 years of experience and requisite financial licenses.

The position offers a competitive salary, potential commission-based pay, and various health and wellness benefits to support employees. Join a team committed to diversity and innovation in client service.