Wealth Advisor: Digital-First, Client-Centric Solutions

Fairygodboss; Springfield (TN); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Competitive compensation

Benefits package

Job summary

J.P. Morgan Chase seeks an experienced Financial Advisor to foster client relationships and deliver tailored investment solutions. The role emphasizes relationship management, market insight, and ensuring compliant, exemplary service to clients.

The position requires Series 7 and Series 66 licenses (or attainment within 60 days), plus Life/Health/LTC licenses (or attainment within 60 days). CFP certification is preferred and a Bachelor's degree is favored.

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.
• Proven ability and commitment to goals-based planning and advice.

Responsibilities

• Champion and support teammates' success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions through leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity in doing right by clients at every opportunity.
• Educate clients on technology and channels to monitor, maintain, and handle investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to help clients invest digitally and conveniently.

Skills

Client relationships

Financial markets knowledge

Goals-based planning

Communication and integrity

Education

Bachelor's degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase seeks an experienced Financial Advisor to foster client relationships and deliver tailored investment solutions. The role emphasizes relationship management, market insight, and ensuring compliant, exemplary service to clients.

The position requires Series 7 and Series 66 licenses (or attainment within 60 days), plus Life/Health/LTC licenses (or attainment within 60 days). CFP certification is preferred and a Bachelor's degree is favored.