J.P. Morgan Wealth Management – Private Client Advisor - Lincoln, Nebraska
On-site · Lincoln, Nebraska, United States
Job Summary
Private Client Advisor in Chase Wealth Management provides comprehensive financial planning and investment solutions to individuals and families, supported by leadership and relationship-building to deliver an exceptional investor experience. The role emphasizes understanding financial markets, educating clients on technology and digital channels, and collaborating with partners to deepen client relationships. Must hold or obtain Series 7, Series 66 (63/65) within 60 days, and Life/Health/Long Term Care licenses within 60 days; Bachelor’s degree preferred and CFP certification preferred; requires 2+ years in financial advisory and proven client-acquisition capabilities.
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
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor’s degree preferred
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