Private Wealth Advisor - Client Growth & Planning

JPMorgan Chase & Co.; North Las Vegas (NV); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor for Chase Wealth Management in North Las Vegas, NV.

You will offer comprehensive financial planning and investment advice to individuals and families, building lasting relationships and delivering tailored solutions. You will demonstrate expertise in financial markets, uphold high integrity, and educate clients on digital tools to monitor and manage their portfolios.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience
• Proven ability to acquire and maintain clients and collaborate with partners
• Commitment to goals-based planning and advice
• Active Series 7 license
• Active Series 66 (63/65) license required or obtained within 60 days
• Active Life, Health and Long Term Care license required or obtained within 60 days

Responsibilities

• Build a book of business and deliver personalized investment solutions
• Provide comprehensive financial planning and advice to individuals and families
• Demonstrate understanding of financial markets and sound judgment
• Educate clients on technology and channels to monitor investments
• Maintain integrity and client-focused service across all interactions
• Partner referrals to deepen client relationships
• Embrace digital innovations for client engagement and accessibility

Skills

Client relationship management

Financial planning

Goals-based planning

Relationship-building

Regulatory knowledge

Communication

Education

Bachelor’s degree (preferred)

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor for Chase Wealth Management in North Las Vegas, NV.

You will offer comprehensive financial planning and investment advice to individuals and families, building lasting relationships and delivering tailored solutions. You will demonstrate expertise in financial markets, uphold high integrity, and educate clients on digital tools to monitor and manage their portfolios.