Private Client Advisor: Wealth Planning & Digital Solutions

JPMorgan Chase & Co.; Waterloo (IA); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading global financial institution is seeking a Private Client Advisor in Waterloo, Iowa. The role involves offering financial planning and advice to individuals and families. You will build relationships by delivering personalized investment solutions and providing a holistic view of client needs. Candidates should have at least 2 years of experience in financial services and possess the required licenses. This position also emphasizes digital innovations to enhance client engagement.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and cultivating relationships.
• A valid and active Series 7 license is required.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients’ financial needs.
• Embrace digital innovations to assist clients.

Skills

Client acquisition

Relationship management

Financial market understanding

Educating clients

Education

Bachelor's degree

CFP certification

Job description

A leading global financial institution is seeking a Private Client Advisor in Waterloo, Iowa. The role involves offering financial planning and advice to individuals and families. You will build relationships by delivering personalized investment solutions and providing a holistic view of client needs. Candidates should have at least 2 years of experience in financial services and possess the required licenses. This position also emphasizes digital innovations to enhance client engagement.