Private Client Wealth Advisor - Holistic Planning & Growth

JPMorgan Chase & Co.; Oklahoma City (OK); On-site; USD 85,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in Oklahoma City seeks a Private Client Advisor to offer comprehensive financial planning and investment guidance to individuals and families.

You will build relationships, provide advised solutions, and leverage JPMS and Chase referrals to deepen client connections. Responsibilities include relationship management, staying current with markets, upholding integrity, and helping clients monitor investments through digital channels.

Qualifications

• 2+ years in a Financial Advisor or equivalent role.
• Proven success in client acquisition and relationship management.
• Commitment to goals-based financial planning and advice.
• Active Series 7 license.
• Active Series 66 (63/65) or must obtain within 60 days.
• Active Life, Health and Long Term Care licenses or must obtain within 60 days.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to your clients with a focus on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Educate clients on the technology and channels available to monitor, maintain, and handle investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.

Skills

Client relationships

Goals-based planning

Series 7 license

Series 66 license

Life/Health insurance license

Education

Bachelor's degree

CFP certification

Job description

JPMorgan Chase & Co. in Oklahoma City seeks a Private Client Advisor to offer comprehensive financial planning and investment guidance to individuals and families.

You will build relationships, provide advised solutions, and leverage JPMS and Chase referrals to deepen client connections. Responsibilities include relationship management, staying current with markets, upholding integrity, and helping clients monitor investments through digital channels.