Private Client Advisor — Wealth Planning & Digital Solutions

JPMorganChase; Lincoln (NE); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive compensation package

Health benefits

Retirement savings plan

Job summary

J.P. Morgan Chase in Lincoln, NE is seeking a Private Client Advisor to offer comprehensive financial planning and investment guidance to individuals and families.

You will develop tailored solutions, leverage a broad suite of products, and work with Chase partners to deepen client relationships. The ideal candidate has 2+ years as a Financial Advisor, holds or will obtain required licenses (Series 7, Series 66/63/65, Life/Health/Long-Term Care), and can deliver goals-based planning with

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in acquiring and retaining clients and collaborating with partners.
• Ability to deliver goals-based planning and actionable financial advice.
• Active Series 7 license required; Series 66 or 63/65 required or to be obtained within 60 days.
• Life, Health and Long Term Care Insurance licenses required or to be obtained within 60 days.

Responsibilities

• Build a book of business and provide personalized investment solutions.
• Engage clients with holistic financial planning and advisory services.
• Demonstrate deep understanding of financial markets and sound judgement.
• Maintain integrity and client trust in all interactions.
• Educate clients on technology and channels for monitoring investments.
• Provide financial coaching beyond investments.
• Leverage digital platforms to serve clients anywhere and anytime.

Skills

Client relationship management

Prospecting & acquisition

Goal-based financial planning

Financial markets knowledge

Education

Bachelor's degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase in Lincoln, NE is seeking a Private Client Advisor to offer comprehensive financial planning and investment guidance to individuals and families.

You will develop tailored solutions, leverage a broad suite of products, and work with Chase partners to deepen client relationships. The ideal candidate has 2+ years as a Financial Advisor, holds or will obtain required licenses (Series 7, Series 66/63/65, Life/Health/Long-Term Care), and can deliver goals-based planning with