Wealth Advisor: Build Relationships & Holistic Planning

JPMorgan Chase & Co.; Salt Lake City (UT); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. in Salt Lake City seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build strong client relationships and provide tailored investment solutions while embracing digital tools to enhance the client experience. The role requires licensing (Series 7, Series 66) and a life/health/LTC license, with CFP certification preferred and a Bachelor's degree preferred.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Goals-based planning and financial advice experience.
• Valid Series 7 license and Series 66 (63/65) required or must be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice to individuals and families.
• Educate clients on technology and channels to monitor investments.
• Maintain integrity and focus on client needs and relationships.

Skills

Client relationship management

Financial advising

Goals-based planning

Digital channel proficiency

Education

Bachelor’s degree

Tools

Series 7 license

Series 66 license

Life/Health/LTC license

Job description

JPMorgan Chase & Co. in Salt Lake City seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build strong client relationships and provide tailored investment solutions while embracing digital tools to enhance the client experience. The role requires licensing (Series 7, Series 66) and a life/health/LTC license, with CFP certification preferred and a Bachelor's degree preferred.