Wealth Advisor - Holistic, Client-First Planning

Aumni; United States; On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase seeks a Private Client Advisor in the United States to provide comprehensive financial planning and advice to clients. In this role, you will build client relationships, support investment solutions, and ensure an exceptional client experience. The ideal candidate has at least 2 years of financial advisory experience and relevant licenses, including Series 7 and 66. The firm values diversity and offers a competitive benefits package.

Qualifications

• Minimum of 2 years in a Financial Advisor role or equivalent.
• Demonstrated success in client acquisition and relationship management.
• Commitment to goal-based planning and providing advice.

Responsibilities

• Support team goals and foster a culture of diversity.
• Deliver personalized investment solutions and manage client relationships.
• Provide a holistic view of clients’ financial needs.

Skills

Financial Advisory

Client Relationship Management

Financial Planning

Goal-based Planning

Integrity

Education

Bachelor's degree

Certified Financial Planner (CFP)

Tools

Series 7 License

Series 66 License (63/65)

Life, Health and Long Term Care Insurance License

Job description

J.P. Morgan Chase seeks a Private Client Advisor in the United States to provide comprehensive financial planning and advice to clients. In this role, you will build client relationships, support investment solutions, and ensure an exceptional client experience. The ideal candidate has at least 2 years of financial advisory experience and relevant licenses, including Series 7 and 66. The firm values diversity and offers a competitive benefits package.