Private Client Wealth Advisor: Digital-First Planning

JPMorganChase; Saint George (UT); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

A leading financial services firm in Saint George seeks a Private Client Advisor to deliver personalized investment solutions. You will build strong relationships with clients, providing comprehensive financial planning and advice. Success in this role requires at least 2 years of pertinent experience, proficiency in client acquisition, and necessary licenses. This position values integrity and a commitment to client education, supplemented by a competitive rewards package, ensuring a supportive work environment.

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 and Series 66 license required.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Demonstrate unwavering integrity to clients.
• Provide a holistic view of clients’ needs and financial coaching.

Skills

Client acquisition

Relationship management

Financial advisory

Financial market understanding

Digital confidence

Education

Bachelor's degree

Certified Financial Planning (CFP) certification

Job description

A leading financial services firm in Saint George seeks a Private Client Advisor to deliver personalized investment solutions. You will build strong relationships with clients, providing comprehensive financial planning and advice. Success in this role requires at least 2 years of pertinent experience, proficiency in client acquisition, and necessary licenses. This position values integrity and a commitment to client education, supplemented by a competitive rewards package, ensuring a supportive work environment.