Wealth Advisor - Holistic, Client-First Planning

Aumni; United States; Hybrid; USD 70,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Tuition reimbursement

Mental health support

Backup childcare

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor to join their Wealth Management team. This role focuses on providing tailored financial planning and investment solutions to individuals and families, ensuring an exceptional client experience.

The ideal candidate will have a proven track record in client acquisition and a strong grasp of financial markets, complemented by necessary licenses such as Series 7 and Series 66. Enjoy a competitive rewards package, including health benefits and ongoing professional support.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent.
• Demonstrated success in client acquisition and relationships.
• Ability to meet goals-based planning requirements.

Responsibilities

• Champion teammate success and bank goals.
• Build a book of business with personalized investment solutions.
• Educate clients on technology and investment management.

Skills

Client acquisition

Relationship management

Financial planning

Education

Bachelor’s degree

Certified Financial Planner (CFP)

Tools

Series 7 license

Series 66 license

Life, Health, and Long Term Care Insurance license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor to join their Wealth Management team. This role focuses on providing tailored financial planning and investment solutions to individuals and families, ensuring an exceptional client experience.

The ideal candidate will have a proven track record in client acquisition and a strong grasp of financial markets, complemented by necessary licenses such as Series 7 and Series 66. Enjoy a competitive rewards package, including health benefits and ongoing professional support.