Private Wealth Advisor: Holistic Planning & Digital Tools

TwinThread; United States; On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

Join J.P. Morgan Chase as a Private Client Advisor, where you will offer comprehensive financial planning to individuals and families. You will build strong client relationships to deliver personalized investment solutions and support a diverse clientele.

The role requires at least 2 years of financial advising experience and knowledge of financial markets. Competitive compensation and benefits are offered, along with a commitment to diversity and inclusion.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Success in client acquisition and maintaining client relationships.
• A valid and active Series 7 and Series 66 license.

Responsibilities

• Champion and support teammates’ success in achieving bank goals.
• Build a book of business with personalized investment solutions.
• Provide a holistic view of clients’ needs and financial coaching.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets understanding

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Tools

Financial software tools

Job description

Join J.P. Morgan Chase as a Private Client Advisor, where you will offer comprehensive financial planning to individuals and families. You will build strong client relationships to deliver personalized investment solutions and support a diverse clientele.

The role requires at least 2 years of financial advising experience and knowledge of financial markets. Competitive compensation and benefits are offered, along with a commitment to diversity and inclusion.