Wealth Planning Advisor

Aumni; Omaha (NE); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

J.P. Morgan Chase in Omaha seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions for individuals and families.

You will build relationships, leverage digital tools, and partner with specialists to help clients monitor and manage their wealth while maintaining the firm’s fiduciary standards. The role requires a Series 7 and Series 66, Life/Health/LTC licenses, with CFP preferred; a strong commitment to

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven 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 your 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

Goals-based planning

Financial markets knowledge

Integrity and ethics

Education

Series 7 license

Series 66 license (63/65)

Life, Health, and Long Term Care Insurance license

CFP certification (preferred)

Job description

J.P. Morgan Chase in Omaha seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions for individuals and families.

You will build relationships, leverage digital tools, and partner with specialists to help clients monitor and manage their wealth while maintaining the firm’s fiduciary standards. The role requires a Series 7 and Series 66, Life/Health/LTC licenses, with CFP preferred; a strong commitment to