J.P. Morgan Wealth Management - Private Client Advisor - Las Vegas, NV (Blue Diamond and Buffalo / General Las Vegas)
Core
Private Client Advisor offering comprehensive financial planning and personalized investment solutions to individuals and families, ranging from new savers to high-net-worth clients.
Role type
Private Client Advisor (Financial Advisor)
Builds
Client relationships and a book of business through advised investment solutions and partner referrals.
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
client acquisition, relationship management, goals-based planning, financial market knowledge, integrity, client education on digital channels
Preferred skills
Certified Financial Planning (CFP®) certification, Bachelor's degree
Technologies
digital investment platforms, digital banking channels
Responsibilities
Build a book of business and deliver personalized investment solutions; Demonstrate deep understanding of financial markets and sound business judgement; Provide holistic view of clients' needs and financial coaching beyond investments; Embrace digital innovations to help clients become more digitally confident.