Wealth Advisor: Client Relationships & Planning

JPMorgan Chase & Co.; Billings (MT); On-site; USD 80,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in Billings, MT is seeking a Private Client Advisor to offer comprehensive financial planning and personalized investment solutions to individuals and families.

You will build and manage client relationships, leverage leadership and partnerships, and deliver proactive guidance across wealth management channels. The role emphasizes understanding financial markets, integrity, and educating clients on digital tools to monitor and manage their investments.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 (63/65) license required or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients with a focus on relationship management.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound business judgment.
• Educate clients on technology and channels to monitor and manage investments.
• Offer holistic financial coaching beyond investments.
• Embrace digital innovations to enhance client experience.

Skills

Client acquisition

Relationship building

Goals-based planning

Financial markets

Integrity

Education

Series 7 license

Series 66 license (63/65)

Life/Health/ LTC Insurance license

Bachelor's degree

CFP

Job description

JPMorgan Chase & Co. in Billings, MT is seeking a Private Client Advisor to offer comprehensive financial planning and personalized investment solutions to individuals and families.

You will build and manage client relationships, leverage leadership and partnerships, and deliver proactive guidance across wealth management channels. The role emphasizes understanding financial markets, integrity, and educating clients on digital tools to monitor and manage their investments.