Wealth Advisor – Client Relationships & Digital Investing

JPMorganChase; Salt Lake City (UT); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorganChase in Salt Lake City is looking for a Financial Advisor to deliver personalized investment solutions and foster client relationships. You will focus on client success, understand financial markets, and educate clients on digital banking.

The role requires at least 2 years of experience in financial services and valid Series 7 and 66 licenses. A competitive rewards package, including comprehensive health coverage and retirement plans, is offered.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• A valid and active Series 66 (63/65) license required within 60 days of starting.

Responsibilities

• Champion and support teammates' success while fostering diversity.
• Build a book of business delivering personalized investment solutions.
• Provide a holistic view of clients' needs and financial coaching.

Skills

Client acquisition

Relationship management

Financial planning

Investment solutions

Education

Bachelor's degree

Tools

Series 7 license

Life, Health and Long Term Care Insurance license

Job description

JPMorganChase in Salt Lake City is looking for a Financial Advisor to deliver personalized investment solutions and foster client relationships. You will focus on client success, understand financial markets, and educate clients on digital banking.

The role requires at least 2 years of experience in financial services and valid Series 7 and 66 licenses. A competitive rewards package, including comprehensive health coverage and retirement plans, is offered.