Private Wealth Advisor: Relationship-Driven Financial Planning

JPMorgan Chase & Co.; Henderson (NV); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. in Henderson, NV seeks a Private Client Advisor to provide comprehensive financial planning and tailored investment guidance for individuals and families. You will build and nurture client relationships, deliver personalized investment solutions, and collaborate with partners to deepen client engagement.

You will stay informed on markets, use digital channels to monitor and manage investments, and uphold the highest standards of integrity and client service.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Series 7 and Series 66 licenses active or must be obtained within 60 days of starting.
• Life, Health and Long Term Care licenses active or to be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound judgement.
• Educate clients on digital tools to monitor and manage investments.
• Maintain client relationships and collaborate with partners for referrals.
• Operate with integrity and focus on client interests at all times.

Skills

Client acquisition

Relationship management

Goals-based planning

Series 7

Series 66 (63/65)

Life/Health/LTC license

Education

Bachelor's degree

CFP certification preferred

Job description

JPMorgan Chase & Co. in Henderson, NV seeks a Private Client Advisor to provide comprehensive financial planning and tailored investment guidance for individuals and families. You will build and nurture client relationships, deliver personalized investment solutions, and collaborate with partners to deepen client engagement.

You will stay informed on markets, use digital channels to monitor and manage investments, and uphold the highest standards of integrity and client service.