Wealth Advisor - Holistic, Client-First Planning

Aumni; Las Vegas (NV); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase in Las Vegas is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families. This role emphasizes building relationships and delivering personalized investment solutions. Candidates should have at least 2 years in a Financial Advisor role and possess necessary licenses.

We offer a competitive total rewards package, including a base salary plus commission and comprehensive health coverage. Join us to help clients achieve their financial goals while fostering diversity and inclusion.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated ability to maintain client relationships.
• Commitment to goals‑based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Demonstrate a deep understanding of financial markets.
• Educate clients on available technology and channels.

Skills

Client Acquisition

Relationship Management

Financial Planning

Investment Solutions

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Tools

Series 7 License

Series 66 License

Life, Health and Long Term Care Insurance License

Job description

J.P. Morgan Chase in Las Vegas is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families. This role emphasizes building relationships and delivering personalized investment solutions. Candidates should have at least 2 years in a Financial Advisor role and possess necessary licenses.

We offer a competitive total rewards package, including a base salary plus commission and comprehensive health coverage. Join us to help clients achieve their financial goals while fostering diversity and inclusion.