Private Client Advisor - Wealth Planning & Digital Tools

JPMorgan Chase; Las Vegas (NV); On-site; USD 42,768 - 52,272; 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

A leading financial services company based in Las Vegas, NV seeks a Private Client Advisor to provide comprehensive financial planning and investment solutions for individuals and families. The role includes building a client book, demonstrating integrity and financial market knowledge, and fostering relationships. Candidates must have at least two years in a financial advisory role and hold necessary licenses, including Series 7 and 66. The company offers competitive salary and benefits, alongside a commitment to diversity and inclusivity.

Qualifications

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

Responsibilities

• Build a book of business by delivering personalized investment solutions.
• Demonstrate a deep understanding of financial markets.
• Provide a holistic view of clients' needs beyond just investments.

Skills

Client acquisition

Financial planning

Relationship management

Leadership skills

Digital technology competency

Education

Bachelor's degree

Certified Financial Planner (CFP)

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

A leading financial services company based in Las Vegas, NV seeks a Private Client Advisor to provide comprehensive financial planning and investment solutions for individuals and families. The role includes building a client book, demonstrating integrity and financial market knowledge, and fostering relationships. Candidates must have at least two years in a financial advisory role and hold necessary licenses, including Series 7 and 66. The company offers competitive salary and benefits, alongside a commitment to diversity and inclusivity.