Wealth Advisor: Build Client Relationships & Solutions

JPMorgan Chase & Co.; St. Louis (MO); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in St. Louis is seeking a Private Client Advisor to offer comprehensive financial planning to individuals and families. You will champion clients' needs by providing personalized solutions while building strong relationships.

The ideal candidate has at least 2 years of experience in financial advising and the ability to maintain client relationships effectively. A valid Series 7 and Series 66 licenses are required or must be obtained within 60 days of starting. This role offers invaluable experience and a collaborative work environment.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Success in client acquisition and relationship maintenance.
• Commitment to goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Demonstrate understanding of financial markets and sound business judgement.
• Educate clients on technology and investment monitoring.

Skills

Client acquisition

Building relationships

Financial coaching

Market understanding

Education

Bachelor’s degree

CFP® certification

Tools

Financial planning software

Investment tracking tools

Job description

JPMorgan Chase & Co. in St. Louis is seeking a Private Client Advisor to offer comprehensive financial planning to individuals and families. You will champion clients' needs by providing personalized solutions while building strong relationships.

The ideal candidate has at least 2 years of experience in financial advising and the ability to maintain client relationships effectively. A valid Series 7 and Series 66 licenses are required or must be obtained within 60 days of starting. This role offers invaluable experience and a collaborative work environment.