J.P. Morgan Wealth Management - Private Client Advisor - Lincoln, NE (area)
About the role
J.P. Morgan Chase is dedicated to helping clients achieve their financial goals through a variety of investment products and services. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families, from those just starting to save to those with significant wealth.
Responsibilities
- Champion and support your teammates' success and foster a culture of diversity
- Build a book of business and deliver personalized investment solutions to your clients
- Integrate with key partners to support client relationships
- Provide holistic financial coaching and education to clients
- Embrace digital innovations to enhance client engagement
Requirements
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, relationship building, and integration with key partners
- Ability and commitment to goals-based planning and advice
- A valid and active Series 7, Series 66 (63/65), and Life, Health, and Long Term Care Insurance licenses
Preferred Qualifications
- Certified Financial Planning (CFP®) certification
- Bachelor's degree
Skills
- Deep understanding of financial markets and sound business judgment
- Unwavering integrity and commitment to doing right by clients
- Passion for educating clients on technology and investment options
- Commitment to digital innovation and client education
Benefits
Chase offers a competitive total rewards package, including base salary determined based on the role, experience, skill set, and location. Additional benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more. Equal opportunity employer/Disability/Veterans.
Pay
Base salary determined based on the role, experience, skill set, and location. Commission-based pay and/or discretionary incentive compensation may also be available.
Schedule
Flexible schedule to accommodate client needs.