Wealth Advisor: Private Client Relationships & Solutions

JPMorgan Chase & Co.; South Salt Lake (UT); On-site; USD 65,000 - 110,000; Full time

Job summary

J.P. Morgan Chase in Utah seeks a Financial Advisor to build a client-focused practice, delivering personalized investment solutions and proactive financial coaching.

You will rely on leadership and relationships to grow a book of business while upholding the highest standards of integrity. The role emphasizes understanding financial markets, educating clients on digital channels, and collaborating with partners to meet clients’ goals.

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, and integrating with key partners
• Demonstrated ability and commitment to goals-based planning and advice
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

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 the firm's 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 the firm's 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-building

Financial markets understanding

Integrity and ethics

Education

Bachelor's degree preferred

CFP certification preferred

Tools

Series 7 license

Series 66 license

Life/Health/LTC license

Job description

J.P. Morgan Chase in Utah seeks a Financial Advisor to build a client-focused practice, delivering personalized investment solutions and proactive financial coaching.

You will rely on leadership and relationships to grow a book of business while upholding the highest standards of integrity. The role emphasizes understanding financial markets, educating clients on digital channels, and collaborating with partners to meet clients’ goals.