Private Wealth Advisor: Holistic Planning & Client Relationships

Testing Site - JPMC; Las Vegas (NV); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase seeks a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. You will support clients from saving beginners to high-net-worth, delivering advised solutions and referrals to deepen relationships.

You will build a book of business, collaborate with partners, and stay informed on markets to provide informed guidance and digital-enabled investment monitoring for clients’ financial goals.

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.
• A valid and active Series 7 license.
• A valid and active Series 66 license or must be obtained within 60 days of starting.
• A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting.

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 your clients by relying on leadership and relationship-building skills.
• 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 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

Skills

Financial advisor experience

Client acquisition

Relationship building

Goals-based planning

Series 7

Series 66

Insurance license

Education

Bachelor's degree

CFP certification

Job description

J.P. Morgan Chase seeks a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. You will support clients from saving beginners to high-net-worth, delivering advised solutions and referrals to deepen relationships.

You will build a book of business, collaborate with partners, and stay informed on markets to provide informed guidance and digital-enabled investment monitoring for clients’ financial goals.