Private Client Wealth Advisor

JPMorgan Chase; Billings (MT); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

J.P. Morgan Chase is seeking a Financial Advisor in Billings, Montana, to drive client relationships and provide personalized investment solutions. The role requires demonstrated success in client acquisition and at least 2 years of relevant experience.

Applicants should hold a Series 7 license and a commitment to continuous learning, with comprehensive benefits including health care coverage and financial coaching.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and building relationships.
• Ability to perform goals-based planning and advice.

Responsibilities

• Champion success and goals of the bank while fostering diversity.
• Build a book of business delivering personalized investment solutions.
• Educate clients on digital monitoring of their investments.

Skills

Client acquisition

Relationship management

Financial market knowledge

Education

Bachelor's degree preferred

CFP certification preferred

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

J.P. Morgan Chase is seeking a Financial Advisor in Billings, Montana, to drive client relationships and provide personalized investment solutions. The role requires demonstrated success in client acquisition and at least 2 years of relevant experience.

Applicants should hold a Series 7 license and a commitment to continuous learning, with comprehensive benefits including health care coverage and financial coaching.