Private Client Wealth Advisor (Bilingual EN/Mandarin)

JPMorgan Chase & Co.; Las Vegas (NV); On-site; USD 90,000 - 130,000; Full time

Job summary

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

You will build a solid book of business and deliver personalized solutions while leveraging digital tools to enhance the client experience. The role emphasizes relationship management, market awareness, and a client-first approach.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Series 7 and Series 66 licenses active or must be obtained within 60 days of starting in the role as a condition of employment.
• Life, Health and Long-Term Care Insurance licenses active or must be obtained within 60 days of starting in the role as a condition of employment.
• Bilingual in English and Mandarin required.

Responsibilities

• Champion and support teammates' success and the bank's goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions through leadership and relationship-building.
• Demonstrate understanding of financial markets and sound business judgment.
• Operate with integrity and act in clients' best interests.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic financial coaching beyond investments.
• Promote digital innovations to help clients bank where and how they want.

Skills

Client acquisition

Relationship management

Financial markets knowledge

Integrity

Digital client services

Education

Series 7 license

Series 66 license (63/65)

Life, Health & LTC license

Bachelor's degree (preferred)

CFP certification (preferred)

Job description

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

You will build a solid book of business and deliver personalized solutions while leveraging digital tools to enhance the client experience. The role emphasizes relationship management, market awareness, and a client-first approach.