Wealth Advisor - Personal Financial Planning & Guidance

JPMorgan Chase; Lincoln (NE); On-site; USD 43,000 - 52,000; Full time

Job summary

J.P. Morgan Chase in Lincoln, Nebraska, is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance for individuals and families. You will build and deepen client relationships, offer advised solutions, and collaborate with Chase partners to deepen client engagement.

The role emphasizes goals-based planning, ethical client service, and leveraging digital tools to enable clients to monitor and manage their investments.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Active Series 7 and Series 66 licenses or ability to obtain within 60 days of start.
• Life, Health and Long Term Care Insurance licenses or ability to obtain within 60 days of start.

Responsibilities

• Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients' needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Education

Series 7 license

Series 66 (63/65) license

Life, Health and Long Term Care Insurance license

Client acquisition and relationship management

Goals-based planning and advice

Job description

J.P. Morgan Chase in Lincoln, Nebraska, is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance for individuals and families. You will build and deepen client relationships, offer advised solutions, and collaborate with Chase partners to deepen client engagement.

The role emphasizes goals-based planning, ethical client service, and leveraging digital tools to enable clients to monitor and manage their investments.