Private Wealth Advisor: Build Lasting Client Relationships

Fairygodboss; Fort Smith (AR); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase is hiring a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You will develop a trusted advisor relationship, leveraging digital tools and referrals to grow a client base.

You will support clients with personalized investment solutions, education on markets, and a holistic wealth management approach, while upholding integrity and compliance in all interactions.

Qualifications

• 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.
• Active Series 7 license.
• Active Series 66 license or completion within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice to individuals and families.
• Support clients with investments and digital channels for monitoring and management.
• Uphold integrity and compliance in all client interactions.
• Educate clients on technology and digital tools for wealth management.
• Collaborate with partners to deepen client relationships and referrals.
• Maintain a holistic view of clients' financial needs.

Skills

Relationship management

Financial advisory

Sales

Client acquisition

Education

Bachelor's degree (preferred)

Job description

J.P. Morgan Chase is hiring a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You will develop a trusted advisor relationship, leveraging digital tools and referrals to grow a client base.

You will support clients with personalized investment solutions, education on markets, and a holistic wealth management approach, while upholding integrity and compliance in all interactions.