Wealth Advisor - Private Client, Digital & Growth

JPMorgan Chase & Co.; Omaha (NE); On-site; USD 85,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in Omaha seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and personalized investment solutions for individuals and families. You will build a book of business and deepen client relationships with a focus on holistic financial coaching.

Role requires ensuring integrity, market understanding, and leveraging digital tools to empower clients to monitor and manage their investments across channels.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and maintaining client relationships.
• Series 7 license active.
• Series 66 license (63/65) required or must be obtained within 60 days of starting.

Responsibilities

• Champion and support 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 clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• 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

Skills

Client acquisition

Relationship management

Financial planning

Sales

Education

Bachelor’s degree (preferred)

CFP certification preferred

Job description

JPMorgan Chase & Co. in Omaha seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and personalized investment solutions for individuals and families. You will build a book of business and deepen client relationships with a focus on holistic financial coaching.

Role requires ensuring integrity, market understanding, and leveraging digital tools to empower clients to monitor and manage their investments across channels.