Wealth Advisor: Build Client Relationships & Solutions

JPMorgan Chase & Co.; Moline (IL); On-site; USD 60,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. is hiring a Private Client Advisor in Moline, Illinois, to provide comprehensive financial planning and advice. You will support clients' financial journeys, from those starting to save to high-net-worth individuals, crafting personalized investment solutions.

Key responsibilities include building strong client relationships, demonstrating integrity, and educating clients on financial technologies. A valid Series 7 and Series 66 license are essential, along with at least 2 years of relevant experience.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• A valid and active Series 7 and Series 66 licenses are required.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients’ needs and financial coaching.
• Educate clients on technology to monitor their investments.

Skills

Client acquisition

Relationship management

Financial planning

Integrity

Client education

Education

Certified Financial Planning (CFP®)

Bachelor’s degree

Job description

JPMorgan Chase & Co. is hiring a Private Client Advisor in Moline, Illinois, to provide comprehensive financial planning and advice. You will support clients' financial journeys, from those starting to save to high-net-worth individuals, crafting personalized investment solutions.

Key responsibilities include building strong client relationships, demonstrating integrity, and educating clients on financial technologies. A valid Series 7 and Series 66 license are essential, along with at least 2 years of relevant experience.