Private Client Wealth Advisor | Relationship & Planning

JPMorgan Chase & Co.; Lincoln (NE); On-site; USD 70,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Lincoln, Nebraska, to provide comprehensive financial planning and advice to clients. You will support a diverse range of clients and excel in building strong relationships while delivering exceptional investor experiences.

The ideal candidate has over two years of financial advisory experience, a Series 7 license, and a commitment to client education. Preference will be given to those with a CFP certification and a bachelor's degree.

Qualifications

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

Responsibilities

• Champion and support teammates and bank goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions.
• Educate clients on financial technology and investment handling.

Skills

Client acquisition

Financial planning

Relationship management

Digital communication

Education

Bachelor's degree

Certified Financial Planning (CFP)

Tools

Series 7

Series 66 (63/65)

Life, Health and Long Term Care Insurance license

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Lincoln, Nebraska, to provide comprehensive financial planning and advice to clients. You will support a diverse range of clients and excel in building strong relationships while delivering exceptional investor experiences.

The ideal candidate has over two years of financial advisory experience, a Series 7 license, and a commitment to client education. Preference will be given to those with a CFP certification and a bachelor's degree.