Wealth Advisor & Client Relationship Architect

Aumni; United States; On-site; USD 75,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor to join their Wealth Management team in the United States. This role involves delivering comprehensive financial planning and outstanding service to individual clients. Candidates should ideally possess at least two years in a Financial Advisor role, a Series 7 and 66 licenses, and a deep understanding of financial markets. Additionally, commitment to client relationships and meeting diverse financial needs is essential. Competitive compensation and comprehensive benefits are offered.

Qualifications

• Minimum 2 years of experience as a Financial Advisor or equivalent.
• Track record in client acquisition and relationship maintenance.
• Ability to provide goal-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Educate clients on available technology and banking options.
• Provide holistic financial coaching beyond investments.

Skills

Client acquisition

Relationship management

Financial planning

Investment solutions

Communication

Education

Bachelor's degree

Certified Financial Planning (CFP)

Tools

Series 7 License

Series 66 License

Life, Health and Long Term Care Insurance License

Job description

J.P. Morgan Chase is seeking a Private Client Advisor to join their Wealth Management team in the United States. This role involves delivering comprehensive financial planning and outstanding service to individual clients. Candidates should ideally possess at least two years in a Financial Advisor role, a Series 7 and 66 licenses, and a deep understanding of financial markets. Additionally, commitment to client relationships and meeting diverse financial needs is essential. Competitive compensation and comprehensive benefits are offered.