Private Client Wealth Advisor | Relationship & Planning

JPMorgan Chase & Co.; St. Louis (MO); On-site; USD 75,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in St. Louis to provide comprehensive financial planning and investment solutions to individual clients. You will be responsible for managing client relationships and fostering a culture of diversity while using digital technologies to enhance services.

The ideal candidate should have at least 2 years of experience in a financial advisory role and possess relevant licenses. This position offers an opportunity to grow a book of business and deliver tailored solutions to meet the financial needs of clients.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Valid and active Series 7 and Series 66 (63/65) licenses.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide holistic views of clients' financial needs beyond investments.
• Embrace digital innovations to enhance client engagement.

Skills

Client acquisition

Financial planning

Relationship management

Knowledge of financial markets

Education

Bachelor's degree

CFP certification

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in St. Louis to provide comprehensive financial planning and investment solutions to individual clients. You will be responsible for managing client relationships and fostering a culture of diversity while using digital technologies to enhance services.

The ideal candidate should have at least 2 years of experience in a financial advisory role and possess relevant licenses. This position offers an opportunity to grow a book of business and deliver tailored solutions to meet the financial needs of clients.