Private Wealth Advisor: Client Growth & Planning

JPMorganChase; Moline (IL); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorganChase is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families. This role requires a strong understanding of financial markets and a commitment to client relationships.

The ideal candidate will have at least 2 years of experience in a Financial Advisor role, possess required licenses, and be passionate about educating clients on financial solutions. Benefits include a competitive salary package, comprehensive health care, and wellness programs.

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

• Build a book of business and deliver personalized investment solutions.
• Demonstrate understanding of financial markets and sound judgment.
• Provide clients with a holistic view of their needs.

Skills

Client acquisition

Financial planning

Relationship management

Integrity

Educating clients

Education

Bachelor's degree preferred

Tools

Series 7 license

Series 66 license

Life and Health insurance license

Job description

JPMorganChase is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families. This role requires a strong understanding of financial markets and a commitment to client relationships.

The ideal candidate will have at least 2 years of experience in a Financial Advisor role, possess required licenses, and be passionate about educating clients on financial solutions. Benefits include a competitive salary package, comprehensive health care, and wellness programs.