Wealth Advisor: Holistic Planning & Digital Strategy

Testing Site - JPMC

Waterloo (IA)

On-site

USD 70,000 - 110,000

Full time

14 days+

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Job summary

J.P. Morgan Chase in the United States invites applications for a Private Client Advisor within Chase Wealth Management.

You will deliver personalized investment solutions and comprehensive financial planning to individuals and families, building a durable book of business through trusted relationships. You will employ your knowledge of financial markets and strong integrity to serve clients, educate them on digital tools, and coordinate with Chase partners to provide holistic guidance that

Qualifications

At least 2 years in a Financial Advisor role or equivalent financial services experience.
Demonstrated success in client acquisition, cultivation and maintaining client relationships.
Demonstrated ability and commitment to goals-based planning and advice.
Active Series 7 license and Series 66 (63/65) or obtain within 60 days of starting.
Active Life, Health and Long Term Care Insurance license or obtain within 60 days.

Responsibilities

Build a book of business and deliver personalized investment solutions to clients.
Provide comprehensive financial planning and advice to individuals and families.
Demonstrate a deep understanding of financial markets and sound business judgment.
Uphold integrity and ethics in all client interactions.
Educate clients on technology and channels to monitor and manage investments.
Provide holistic financial coaching beyond investments.
Embrace digital innovations to serve clients where and how they prefer.