Private Wealth Advisor - Holistic Planning & Digital Tools

Aumni

Rio Rancho (NM)

On-site

USD 90,000 - 140,000

Full time

14 days+

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Job summary

J.P. Morgan Chase in Chase Wealth Management seeks a Private Client Advisor to deliver comprehensive financial planning and advice to individuals and families. You will build trusted relationships and offer tailored investment solutions to meet client needs.

You will collaborate with partners, stay informed on markets, and uphold integrity while guiding clients through digital tools. This role emphasizes client-centric service and teamwork within a leading financial services firm.

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.
Licenses: Series 7, Series 66 (63/65) and Life, Health, LTC either held or 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 through leadership and relationship-building.
Demonstrate a deep understanding of financial markets and sound business judgment.
Exhibit integrity and do right by clients at every opportunity.
Educate clients on technology and channels to monitor, maintain, and manage their investments.
Provide a holistic view of clients’ needs and financial coaching beyond investments.
Embrace digital innovations to help clients be digitally confident and bank when, where, and how they want.