Private Wealth Advisor

Aumni; Albuquerque (NM); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase is hiring a Private Client Advisor in Albuquerque, New Mexico, to deliver personalized investment solutions and comprehensive financial planning. The role requires at least 2 years of experience and licenses in Series 7 and Series 66. Strong relationship management and integrity are essential for success.

We offer a competitive rewards package, including salary, commission, and various employee benefits. Join us as we work to achieve financial goals for individuals and families.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• A valid and active Series 7, Series 66, and Life, Health and Long Term Care Insurance license.

Responsibilities

• Champion and support teammates’ success and bank goals.
• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.

Skills

Client acquisition

Relationship management

Financial planning

Integrity

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

J.P. Morgan Chase is hiring a Private Client Advisor in Albuquerque, New Mexico, to deliver personalized investment solutions and comprehensive financial planning. The role requires at least 2 years of experience and licenses in Series 7 and Series 66. Strong relationship management and integrity are essential for success.

We offer a competitive rewards package, including salary, commission, and various employee benefits. Join us as we work to achieve financial goals for individuals and families.