Private Client Wealth Advisor — Personal Planning & Growth

Aumni; Saint George (UT); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Base salary + commission

Discretionary incentive compensation

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families in Utah.

You will build a book of business, deliver personalized solutions, and partner with specialists to meet clients’ needs while leveraging digital tools and a client-centric approach. The role requires at least 2 years in a financial advisory capacity, active Series 7 and Series 66 licenses (or able to obtain within

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• Active Series 7 and Series 66 licenses (or must be obtained within 60 days).
• Active Life, Health and Long Term Care Insurance license (or must be obtained 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 by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their 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 acquisition

Relationship building

Goals-based planning

Series 7

Series 66 license

Life/Health/Long Term Care license

Education

Bachelor’s degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families in Utah.

You will build a book of business, deliver personalized solutions, and partner with specialists to meet clients’ needs while leveraging digital tools and a client-centric approach. The role requires at least 2 years in a financial advisory capacity, active Series 7 and Series 66 licenses (or able to obtain within