Wealth Advisor - Holistic, Client-First Planning

Aumni; United States; On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients. This role emphasizes building strong relationships and delivering personalized investment solutions.

Candidates should have at least 2 years of experience in financial advising, with valid licenses. The position offers competitive rewards, including salary and numerous employee benefits designed to ensure a robust work environment.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated ability and commitment to goals‑based planning.
• Valid Series 7 and Series 66 licenses required.

Responsibilities

• Provide comprehensive financial planning and advice.
• Build and maintain client relationships for investment solutions.
• Educate clients on available technology for investments.

Skills

Client acquisition

Financial planning

Relationship management

Financial advising

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Tools

Series 7 license

Series 66 license

Life and Health Insurance license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients. This role emphasizes building strong relationships and delivering personalized investment solutions.

Candidates should have at least 2 years of experience in financial advising, with valid licenses. The position offers competitive rewards, including salary and numerous employee benefits designed to ensure a robust work environment.