Private Wealth Advisor for Holistic Financial Planning

Aumni; Grand Junction (CO); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Health care coverage

On-site health and wellness centers

401(k) retirement plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Commission-based pay

Discretionary incentive compensation

Job summary

JPMorgan Chase & Co. in the United States is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.

You will build trusted relationships, deliver customized investment solutions, and partner with Chase referrals to deepen client engagement. You will rely on your knowledge of markets, maintain the highest standards of integrity, and educate clients about digital tools and strategies to

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to the firm's clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of the firm's clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Job description

JPMorgan Chase & Co. in the United States is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.

You will build trusted relationships, deliver customized investment solutions, and partner with Chase referrals to deepen client engagement. You will rely on your knowledge of markets, maintain the highest standards of integrity, and educate clients about digital tools and strategies to