Strategic Private Client Wealth Advisor

JPMorgan Chase & Co.; Omaha (NE); On-site; USD 70,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in Omaha invites a Private Client Advisor to deliver comprehensive financial planning and investment guidance for individuals and families.

You will build trusted client relationships, offer advised solutions, and collaborate with partners to deepen client engagement. You will use your knowledge of markets and planning skills to provide holistic financial coaching, while embracing digital tools to serve clients wherever they bank.

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.
• A valid and active Series 7 license.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• CFP certification is preferred; Bachelor's degree is preferred.

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 to your clients by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Client acquisition

Relationship management

Goals-based planning

Industry knowledge

Communication skills

Education

Bachelor's degree preferred

CFP certification preferred

Tools

Series 7 license

Series 66 license

Life/Health/LTC license

Job description

JPMorgan Chase & Co. in Omaha invites a Private Client Advisor to deliver comprehensive financial planning and investment guidance for individuals and families.

You will build trusted client relationships, offer advised solutions, and collaborate with partners to deepen client engagement. You will use your knowledge of markets and planning skills to provide holistic financial coaching, while embracing digital tools to serve clients wherever they bank.