JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Utah (Salt Lake City, Lehi, Draper, Orem)
Salt Lake City, UT +3 · Full-time · Posted Oct 16, 2026
- Location
- Salt Lake City, UT
Lehi, UT
Orem, UT
Draper, UT - Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides comprehensive financial planning and investment advice to individuals and families, building client relationships and offering suitable investment solutions and referrals.
What you'll do
- Build a book of business through client relationships and personalized investment solutions, with a focus on relationship management rather than portfolio management.
- Provide financial coaching and educate clients about digital tools and channels for managing investments.
- Support teammates and bank goals while delivering client-focused service with integrity.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Success in client acquisition, developing and maintaining client relationships, and partnering with key stakeholders.
- Ability and commitment to goals-based planning and advice.
- Active Series 7; active Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses, or obtain them within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Model-written summary · the original posting is authoritative