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David Careers

Private Client Wealth Advisor: Holistic Planning & Digital Investing

Posted 9 days ago

testing site jpmcCedar Rapids (IA)
Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Senior

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About the role

J.P. Morgan Chase is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families in Cedar Rapids. You will work with clients at various life stages to tailor strategies that align with their goals. You will build relationships, collaborate with partners, and use digital tools to monitor and adjust portfolios, while upholding the firm's standards for integrity and client service.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.

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