Wealth Advisor for Private Clients

JPMorgan Chase & Co.; Omaha (NE); On-site; Full time

Job summary

A leading financial institution in Omaha is seeking a Private Client Advisor to provide personalized investment solutions to clients. This role requires a minimum of two years in financial advising, strong relationship-building skills, and relevant licenses (Series 7, Series 66, and insurance). The ideal candidate will thrive in a dynamic environment, focusing on comprehensive financial planning and delivering exceptional client education to enhance digital confidence in managing investments.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Must obtain Series 66 license within 60 days of starting.

Responsibilities

• Build a book of business to deliver personalized investment solutions.
• Support teammates and foster a culture of diversity.
• Provide clients with a holistic view of their financial needs.

Skills

Client acquisition

Financial market understanding

Relationship management

Financial planning

Client education

Education

Bachelor’s degree

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

A leading financial institution in Omaha is seeking a Private Client Advisor to provide personalized investment solutions to clients. This role requires a minimum of two years in financial advising, strong relationship-building skills, and relevant licenses (Series 7, Series 66, and insurance). The ideal candidate will thrive in a dynamic environment, focusing on comprehensive financial planning and delivering exceptional client education to enhance digital confidence in managing investments.