Wealth Advisor – Client Relationships & Digital Investing

JPMorganChase; Altoona (IA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorganChase is seeking a Financial Advisor in Altoona, Iowa, to build client relationships and offer tailored investment solutions. You will need at least 2 years of experience and licenses including Series 7 and Series 66.

The role emphasizes goals-based planning and client education on financial tools, ensuring a holistic view of their financial needs. We offer competitive rewards including commissions, health benefits, and tuition reimbursement.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in client acquisition and maintaining relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide financial coaching beyond investments.
• Educate clients on technology for managing their investments.

Skills

Client acquisition

Relationship management

Goals-based planning

Investment knowledge

Financial coaching

Education

Bachelor's degree

CFP certification

Tools

Series 7 license

Series 66 license

Life, Health, and Long Term Care Insurance license

Job description

JPMorganChase is seeking a Financial Advisor in Altoona, Iowa, to build client relationships and offer tailored investment solutions. You will need at least 2 years of experience and licenses including Series 7 and Series 66.

The role emphasizes goals-based planning and client education on financial tools, ensuring a holistic view of their financial needs. We offer competitive rewards including commissions, health benefits, and tuition reimbursement.