Wealth Advisor - Holistic, Client-First Planning

Aumni; United States; On-site; USD 70,000 - 100,000; 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 in the United States. You will play a critical role in delivering personalized investment solutions while fostering strong client relationships and demonstrating integrity in all interactions.

Applicants should have at least 2 years of financial advisory experience, successfully acquiring clients and maintaining relationships. The role involves a valid Series 7 and Series 66 license alongside a commitment to client education.

Qualifications

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

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Demonstrate understanding of financial markets.
• Provide holistic financial coaching beyond investments.

Skills

Client acquisition

Relationship management

Financial planning

Integrity

Educating clients

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 provide comprehensive financial planning and advice in the United States. You will play a critical role in delivering personalized investment solutions while fostering strong client relationships and demonstrating integrity in all interactions.

Applicants should have at least 2 years of financial advisory experience, successfully acquiring clients and maintaining relationships. The role involves a valid Series 7 and Series 66 license alongside a commitment to client education.