Private Wealth Advisor: Holistic Planning & Digital Guidance

JPMorgan Chase; Henderson (NV); Vor Ort; USD 43.000 - 52.000; Vollzeit

Benefits dieser Stelle

Competitive total rewards package

On-site health and wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Zusammenfassung

JPMorgan Chase is seeking a Private Client Advisor within Chase Wealth Management in Henderson, NV. You will provide comprehensive financial planning and investment guidance to individuals and families, building lifelong client relationships with a focus on personalized solutions.

The role requires a strong track record in client acquisition, ownership of at least a Series 7 and Series 66, and licenses for Life, Health, and Long Term Care insurance, with onboarding within 60 days.

Qualifikationen

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7.
• A valid Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role.
• A valid Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role.

Aufgaben

• 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 with a focus on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to help clients bank how and where they want.

Kenntnisse

Series 7 license

Series 66 license

Life/Health/LTC insurance license

Client relationship management

Goals-based planning

Sales/Business development

Ausbildung

Bachelor's degree (preferred)

Jobbeschreibung

JPMorgan Chase is seeking a Private Client Advisor within Chase Wealth Management in Henderson, NV. You will provide comprehensive financial planning and investment guidance to individuals and families, building lifelong client relationships with a focus on personalized solutions.

The role requires a strong track record in client acquisition, ownership of at least a Series 7 and Series 66, and licenses for Life, Health, and Long Term Care insurance, with onboarding within 60 days.