J.P. Morgan Wealth Management – Community Private Client Advisor – Mattapan, MA

JPMorgan Chase & Co.; Boston (MA); Vor Ort; USD 90.000 - 150.000; Vollzeit

Zusammenfassung

J.P. Morgan Chase is seeking a Community Private Client Advisor in Wealth Management to deliver comprehensive financial planning and personalized investment solutions, while uplifting the local community.

You will cultivate client relationships, collaborate with partners, and provide expert guidance across a broad range of financial needs. The role emphasizes industry licenses, adherence to fiduciary duties, and a commitment to using digital tools to improve client experiences and accessibility

Qualifikationen

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in acquiring and maintaining clients and partnering with key teams.
• Demonstrated ability and commitment to goals-based planning and advice.
• Active Series 7 required; Series 66 (63/65) required or obtained within 60 days.
• Active Life, Health, and Long-Term Care licenses or obtained within 60 days.

Aufgaben

• Engage with the community by hosting and participating in events with the Community Manager and local groups.
• Support teammates’ goals and foster a diverse, inclusive culture.
• Build a book of business and provide personalized investment solutions through relationship management and market knowledge.
• Demonstrate integrity and client-first decision-making in all interactions.
• Educate clients on technology channels to monitor and manage investments.
• Provide holistic financial coaching beyond investments and leverage Chase referrals.
• Embrace digital tools to help clients bank anytime, anywhere.

Kenntnisse

Series 7

Series 66 (63/65)

Life, Health & LTC license

Client acquisition

CFP certification

Ausbildung

Bachelor’s degree preferred

Tools

Licenses & Certifications

Jobbeschreibung

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Community Private Client Advisor in J.P. Morgan Wealth Management, you offer comprehensive financial planning and advice to individuals and families. You have a passion for uplifting the community where the community branch is located. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job responsibilities

• Have a passion for uplifting the community through engagement, involvement, and cultivating relationships by hosting and participating in Community Events, with your Community Manager. Be involved in local community volunteer leadership groups (VLGs) and Market Leadership Team (MLT) sponsored events (Ex. Back to School Events, Managing Debt Workshops, pop up shop openings, business openings, community events and educational involvement)
• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity and inclusion
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management by demonstrating 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 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

Required qualifications, capabilities, and skills:

• 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
• Preferred qualifications, capabilities, and skills
• Certified Financial Planning (CFP®) certification is preferred
• Bachelor’s degree preferred

INVESTMENT AND INSURANCE PRODUCTS ARE:

• NOT FDIC INSURED
• NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
• NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES
• SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.