Wealth Advisor - Holistic, Client-First Planning

Aumni; United States; On-site; USD 80,000 - 120,000; 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 is seeking a Private Client Advisor to offer comprehensive financial planning in the United States. This role focuses on building strong client relationships and providing personalized investment solutions. Candidates should have a minimum of 2 years in a financial advisory position and possess essential licenses such as Series 7 and Series 66. The position includes a competitive rewards package, extensive benefits, and a commitment to diversity and inclusion within the workplace.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• A valid and active Series 7 license is required.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients’ needs and financial coaching.
• Demonstrate a deep understanding of financial markets.

Skills

Client acquisition

Relationship management

Financial planning

Business judgement

Communication

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 is seeking a Private Client Advisor to offer comprehensive financial planning in the United States. This role focuses on building strong client relationships and providing personalized investment solutions. Candidates should have a minimum of 2 years in a financial advisory position and possess essential licenses such as Series 7 and Series 66. The position includes a competitive rewards package, extensive benefits, and a commitment to diversity and inclusion within the workplace.