Wealth Advisor – Client Relationships & Digital Investing

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

Benefits offered by this job

Competitive health care coverage

Retirement savings plan

Tuition reimbursement

Backup childcare

Mental health support

Financial coaching

Job summary

At JPMorganChase in Waterloo, IA, we seek a Financial Advisor dedicated to client success and investment solutions. Ideal candidates will have strong relationship management skills and a commitment to diversity.

Responsibilities include building a client book and providing holistic financial coaching. We offer a competitive rewards package, health coverage, and career development resources.

Join us to empower clients through innovative digital solutions while maintaining integrity and professionalism in all dealings.

Qualifications

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

Responsibilities

• Champion and support teammates' success.
• Build a book of business by delivering personalized investment solutions.
• Educate clients on technology to manage their investments.

Skills

Client acquisition

Relationship management

Financial market understanding

Integrity

Education

Bachelor's degree

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

At JPMorganChase in Waterloo, IA, we seek a Financial Advisor dedicated to client success and investment solutions. Ideal candidates will have strong relationship management skills and a commitment to diversity.

Responsibilities include building a client book and providing holistic financial coaching. We offer a competitive rewards package, health coverage, and career development resources.

Join us to empower clients through innovative digital solutions while maintaining integrity and professionalism in all dealings.