Wealth Advisor: Build Client Relationships & Solutions

JPMorgan Chase & Co.; Omaha (NE); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Omaha, NE, to provide comprehensive financial planning and investment solutions for clients of all wealth levels. You will focus on building client relationships and offering tailored advice.

The ideal candidate has at least 2 years of experience in financial advising and must possess a Series 7 and Series 66 license. A bachelor's degree or CFP® certification is preferred, emphasizing the need for integrity and client education.

Qualifications

• Minimum of 2 years in a Financial Advisor role or equivalent.
• Proficient in client acquisition and relationship management.
• Must have Series 7 and Series 66 licenses.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Demonstrate understanding of financial markets.
• Educate clients on available digital tools and services.

Skills

Client acquisition

Relationship management

Financial advising

Investment solutions

Digital innovations

Education

Bachelor’s degree

CFP® certification

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Omaha, NE, to provide comprehensive financial planning and investment solutions for clients of all wealth levels. You will focus on building client relationships and offering tailored advice.

The ideal candidate has at least 2 years of experience in financial advising and must possess a Series 7 and Series 66 license. A bachelor's degree or CFP® certification is preferred, emphasizing the need for integrity and client education.