Elite Private Client Wealth Advisor

JPMorganChase; Orlando (FL); Sur place; USD 90 000 - 140 000; Plein temps

Résumé du poste

JPMorgan Chase in Orlando is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families, building trusted relationships and providing exceptional service.

You will work with licensed professionals to offer advised solutions, grow a client book, navigate markets, and educate clients on digital tools to monitor and manage their investments in a diverse, inclusive environment.

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.
• Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting in the role.

Responsabilités

• Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to the firm's clients by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of the firm's clients' needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Connaissances

Financial advising

Client relationship management

Series 7

Series 66

Life/Health/ LTC license

Formation

Bachelor's degree

CFP certification

Description du poste

JPMorgan Chase in Orlando is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families, building trusted relationships and providing exceptional service.

You will work with licensed professionals to offer advised solutions, grow a client book, navigate markets, and educate clients on digital tools to monitor and manage their investments in a diverse, inclusive environment.