Strategic Wealth Advisor for High-Impact Clients

JPMorganChase; Springfield (MO); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorganChase is seeking a Private Client Advisor in Springfield, Missouri, who will provide comprehensive financial planning and investment advice. Ideal candidates will possess at least 2 years of relevant experience and demonstrate successful client relationship management.

This role requires a valid Series 7 and Series 66 license, ensuring you can advocate for client goals effectively. A competitive salary plus benefits, such as comprehensive health care, retirement savings plan, and tuition reimbursement are offered.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining relationships.
• Ability and commitment to goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Provide a holistic view of clients' needs and financial coaching.

Skills

Client acquisition

Relationship management

Financial market knowledge

Educational skills

Goal-based planning

Education

Bachelor's degree

Certified Financial Planning (CFP®)

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

JPMorganChase is seeking a Private Client Advisor in Springfield, Missouri, who will provide comprehensive financial planning and investment advice. Ideal candidates will possess at least 2 years of relevant experience and demonstrate successful client relationship management.

This role requires a valid Series 7 and Series 66 license, ensuring you can advocate for client goals effectively. A competitive salary plus benefits, such as comprehensive health care, retirement savings plan, and tuition reimbursement are offered.