Wealth Advisor - Holistic, Client-First Planning

Aumni; United States; On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

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 and advice. Responsibilities include building client relationships, delivering personalized investment solutions, and maintaining a deep understanding of financial markets. Candidates should have at least 2 years of experience, relevant licenses, and a commitment to client relationship management. The position offers a competitive rewards package, including health benefits and retirement plans, while fostering a diverse work environment.

Qualifications

• Minimum of 2 years in a Financial Advisor role or equivalent.
• Proven success in client relationships and acquiring clients.
• Commitment to financial goals-based planning and investment advice.

Responsibilities

• Build and manage a book of clients with personalized investment solutions.
• Educate clients on available technology for investment management.
• Support teammates in achieving goals and cultivate a diverse environment.

Skills

Client acquisition

Relationship management

Financial planning

Business judgement

Digital literacy

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 offer comprehensive financial planning and advice. Responsibilities include building client relationships, delivering personalized investment solutions, and maintaining a deep understanding of financial markets. Candidates should have at least 2 years of experience, relevant licenses, and a commitment to client relationship management. The position offers a competitive rewards package, including health benefits and retirement plans, while fostering a diverse work environment.