J.P. Morgan Wealth Management – Private Client Advisor - Lehi, Utah (including surrounding areas)
On-site · Lehi, Utah, United States
Job Summary
Lehi, UT-based Private Client Advisor within JPMorgan Chase's Wealth Management, responsible for building a book of business and delivering personalized investment solutions to clients through relationship management, financial planning, and use of digital channels. Drive client education on technology-enabled investment solutions, provide holistic financial coaching beyond investments, and collaborate with partners to deepen client relationships while maintaining integrity and a client-first mindset. Requires active FINRA licenses (Series 7, 66) and Life/Health/Long Term Care licenses (or eligibility to obtain within 60 days) and a strong track record in client acquisition and financial planning.
Required 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
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