Private Wealth Advisor

Aumni; United States; On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor to provide comprehensive financial planning and personalized solutions to clients. You will build strong relationships and deliver holistic financial coaching beyond investments.

The ideal candidate has at least 2 years of financial advisory experience, holds relevant licenses, and demonstrates strong relationship management and client acquisition skills.

This position offers competitive compensation and comprehensive benefits, ensuring the well-being of our employees.

Qualifications

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

Responsibilities

• Build a book of business offering personalized investment solutions.
• Educate clients on technology to monitor and manage their investments.
• Provide a holistic view of clients' needs beyond investments.

Skills

Client acquisition

Relationship management

Financial coaching

Financial planning

Education

Bachelor's degree

CFP certification

Tools

Series 7

Series 66

Life, Health and Long Term Care Insurance license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor to provide comprehensive financial planning and personalized solutions to clients. You will build strong relationships and deliver holistic financial coaching beyond investments.

The ideal candidate has at least 2 years of financial advisory experience, holds relevant licenses, and demonstrates strong relationship management and client acquisition skills.

This position offers competitive compensation and comprehensive benefits, ensuring the well-being of our employees.