Private Wealth Advisor – Personal Financial Planning

Aumni; Waterloo (IA); On-site; USD 75,000 - 110,000; Full time

Job summary

J.P. Morgan Chase is hiring a Private Client Advisor in Wealth Management to deliver comprehensive financial planning and personalized investment solutions for individuals and families.

You will build long-term client relationships, rely on leadership and partnerships, and maintain a client-first approach with a focus on goals-based planning. The role requires licenses (Series 7, Series 66) or obtaining them within 60 days, plus Life/Health/LTC licenses if needed.

Qualifications

• 2+ years in a financial advisor role or equivalent financial services experience.
• Proven ability to grow client base and maintain relationships with partners.
• Commitment to goals-based financial planning and advice.
• Licenses: Series 7 and Series 66 (63/65) or obtain within 60 days of start.
• Life, Health and Long Term Care Insurance licenses required or obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate strong understanding of financial markets and sound judgement.
• Uphold integrity and client-centric service in every interaction.
• Educate clients on technology and channels to monitor investments.
• Offer holistic financial coaching beyond investments.
• Leverage digital tools to enhance client engagement and accessibility.

Skills

Financial advisory

Client acquisition

Relationship management

Goals-based planning

Education

Bachelor’s degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase is hiring a Private Client Advisor in Wealth Management to deliver comprehensive financial planning and personalized investment solutions for individuals and families.

You will build long-term client relationships, rely on leadership and partnerships, and maintain a client-first approach with a focus on goals-based planning. The role requires licenses (Series 7, Series 66) or obtaining them within 60 days, plus Life/Health/LTC licenses if needed.