Private Client Advisor: Wealth Planning & Relationships

Testing Site - JPMC; North Las Vegas (NV); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and personalized investment advice to individuals and families.

You will build relationships and collaborate with partners to deliver advisory solutions while maintaining the highest standards of integrity and client service. This role emphasizes understanding markets, utilizing digital tools, and coaching clients to monitor and manage their investments in a rapidly

Qualifications

• Minimum 2 years in a financial advisor role or equivalent.
• Proven success in acquiring and growing client relationships.
• Proficient in goals-based planning and investment guidance.
• Active Series 7 required; Series 66 required or to be obtained within 60 days.
• Active Life, Health and Long-Term Care licenses required or to be obtained within 60 days.

Responsibilities

• Champion and support teammates’ success and the bank’s goals, fostering a diverse culture.
• Build a book of business and deliver personalized investment solutions via relationship-building.
• Demonstrate understanding of financial markets and sound judgement.
• Maintain integrity and act in the best interest of clients at all times.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital tools to help clients bank whenever and wherever they want.

Skills

Client relationship

Financial advisory

Sales & business development

Integrity

Education

Bachelor's degree

CFP certification (preferred)

Tools

FINRA Series 7

FINRA Series 66

Life/Health/LTC License

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and personalized investment advice to individuals and families.

You will build relationships and collaborate with partners to deliver advisory solutions while maintaining the highest standards of integrity and client service. This role emphasizes understanding markets, utilizing digital tools, and coaching clients to monitor and manage their investments in a rapidly