Wealth Advisor - Holistic, Client-First Planning

Aumni; United States; On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor to offer comprehensive financial planning and advice. This role involves supporting a diverse clientele, from those starting to save to high-net-worth individuals, ensuring exceptional investor experiences and fostering strong client relationships.

Qualified candidates will have at least 2 years of experience in a financial advisory role, with required licenses such as Series 7 and Series 66. The position emphasizes integrity and a commitment to client education on financial products and services.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships.
• Ability and commitment to goals-based planning and advice.

Responsibilities

• Build a book of business delivering personalized investment solutions.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Educate clients on technology and channels for managing investments.

Skills

Client acquisition

Relationship management

Financial advising

Integrity

Education

Bachelor’s degree

Certified Financial Planning (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. This role involves supporting a diverse clientele, from those starting to save to high-net-worth individuals, ensuring exceptional investor experiences and fostering strong client relationships.

Qualified candidates will have at least 2 years of experience in a financial advisory role, with required licenses such as Series 7 and Series 66. The position emphasizes integrity and a commitment to client education on financial products and services.