Wealth Advisor: Build Client Relationships & Solutions

JPMorgan Chase & Co.; Des Moines (IA); Hybrid; USD 65,000 - 85,000; Full time

Job summary

JPMorgan Chase & Co. is looking for a Private Client Advisor to provide comprehensive financial planning and investment solutions to clients in Des Moines, Iowa. In this role, you will work closely with clients at all financial levels, nurturing relationships and offering expert advice.

The ideal candidate has a minimum of 2 years as a Financial Advisor and holds necessary licenses. This position also emphasizes building a culture of diversity and fostering digital confidence among clients.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in client acquisition and maintaining relationships.
• Active Series 7 and Series 66 licenses or willingness to obtain them.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Support teammates and foster a culture of diversity.
• Educate clients on the available technology for investments.

Skills

Client acquisition

Relationship management

Financial advising

Digital innovation

Education

Bachelor’s degree (preferred)

Certified Financial Planning (CFP®) certification (preferred)

Tools

Financial market analysis

Investment product knowledge

Job description

JPMorgan Chase & Co. is looking for a Private Client Advisor to provide comprehensive financial planning and investment solutions to clients in Des Moines, Iowa. In this role, you will work closely with clients at all financial levels, nurturing relationships and offering expert advice.

The ideal candidate has a minimum of 2 years as a Financial Advisor and holds necessary licenses. This position also emphasizes building a culture of diversity and fostering digital confidence among clients.