Private Client Advisor | Wealth & Digital Investing

JPMorganChase; Omaha (NE); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase in Omaha, Nebraska, seeks a Financial Advisor to build client relationships and deliver personalized investment solutions. This role requires at least 2 years in financial services, with a strong emphasis on goals-based financial planning and education.

Ideal candidates will possess valid Series 7 and Series 66 licenses, alongside Life, Health, and Long-Term Care Insurance licenses. Benefits include a competitive total rewards package and extensive health coverage.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated ability to integrate with key partners.
• Valid Series 7, Series 66 (63/65), Life, Health, and Long Term Care Insurance licenses required.

Responsibilities

• Championing your teammates' success and goals.
• Building a book of business and delivering personalized investment solutions.
• Educating clients on technology for better investment management.

Skills

Client acquisition

Cultivating and maintaining client relationships

Goals-based planning and advice

Leadership

Financial market understanding

Education

Bachelor's degree

Certified Financial Planning (CFP) certification

Job description

J.P. Morgan Chase in Omaha, Nebraska, seeks a Financial Advisor to build client relationships and deliver personalized investment solutions. This role requires at least 2 years in financial services, with a strong emphasis on goals-based financial planning and education.

Ideal candidates will possess valid Series 7 and Series 66 licenses, alongside Life, Health, and Long-Term Care Insurance licenses. Benefits include a competitive total rewards package and extensive health coverage.