Private Client Advisor: Wealth Planning & Digital Solutions

JPMorgan Chase & Co.; Henderson (NV); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. in Henderson, NV seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You will cultivate client relationships, leverage digital channels, and partner with bankers to expand wealth management services.

Ideal candidates have at least 2 years in financial advisory, a Series 7, Series 66, and state licenses; CFP is a plus. This role emphasizes integrity, client education, and a strong service mindset.

Qualifications

• 2+ years in financial advisory or equivalent
• Proven ability to acquire and maintain clients
• License requirements: Series 7, Series 66, Life/Health/LTC; CFP preferred

Responsibilities

• Build a book of business and deliver personalized investment solutions
• Provide comprehensive financial planning and advice to individuals and families
• Demonstrate deep understanding of financial markets and sound judgement
• Educate clients on digital tools and channels for monitoring investments
• Maintain integrity and focus on doing right by clients
• Collaborate with Chase partners to deepen client relationships

Skills

Relationship building

Financial planning

Investment advisory

Client acquisition

Education

Bachelor's degree

CFP certification

Tools

Series 7

Series 66

Life/Health/LTC license

Job description

JPMorgan Chase & Co. in Henderson, NV seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You will cultivate client relationships, leverage digital channels, and partner with bankers to expand wealth management services.

Ideal candidates have at least 2 years in financial advisory, a Series 7, Series 66, and state licenses; CFP is a plus. This role emphasizes integrity, client education, and a strong service mindset.