Wealth Advisor for Private Clients & Holistic Planning

Aumni

Lincoln (NE)

On-site

USD 90,000 - 140,000

Full time

14 days+

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Job summary

J.P. Morgan Chase is seeking a Private Client Advisor for Chase Wealth Management in Lincoln, NE. You will provide comprehensive financial planning and advice to individuals and families, supporting a broad range of clients from savers to high net worth individuals.

You will build a book of business, deliver personalized investment solutions, and collaborate with partners to deepen client relationships while maintaining the highest standards of integrity and client service.

Qualifications

Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
Proven success in client acquisition, cultivation and maintaining client relationships, and integrating with key partners.
Commitment to goals-based planning and advice; strong financial planning capabilities.
Licenses required or must be obtained within 60 days: Series 7, Series 66, Life/Health/LTC.

Responsibilities

Champion and support your teammates’ success and the bank's goals while fostering diversity.
Build a book of business and deliver personalized investment solutions through leadership and relationship-building.
Demonstrate a deep understanding of financial markets and sound business judgement.
Exhibit unwavering integrity and do right by clients at every opportunity.
Educate clients on technology and channels to monitor, maintain, and handle their investments.
Provide a holistic view of clients’ needs and financial coaching beyond investments.
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.