J.P. Morgan Wealth Management - National Branch Personal Advisor - Irvine, CA

JPMorgan Chase & Co.; Irvine (CA); Presencial; USD 90 000 - 140 000; Tempo integral

Resumo da oferta

JPMorgan Chase & Co. in Irvine, CA seeks a Personal Advisor to partner with clients to build personalized financial plans and match clients with portfolios managed by JPMorgan Chase.

You will meet clients via video or phone, provide ongoing advice, and support a full book of clients in a full-time office environment.

Qualificações

• A valid and active Series 7.
• A valid and active Series 66 license (63/65) or ability to obtain within 60 days of starting.
• Licensed in all states as a condition of employment.

Responsabilidades

• Leverage investments, wealth planning, credit and banking concepts to help clients achieve financial goals.
• Convert high quality leads into new clients and maintain relationships.
• Adopt a solution-oriented mindset to pursue best outcomes for all clients.
• Ensure proposed solutions meet clients' needs and objectives across short, medium and long term via holistic planning.

Conhecimentos

Series 7

Series 66

Formação académica

Bachelor’s degree preferred

Descrição da oferta de emprego

If you believe that investment advising should feel like a personal relationship with a trusted partner for your clients and want top tier technology and support to assist in building that experience, this is the team for you.

As a Personal Advisor, in J.P. Morgan’s Wealth Management’s National Branch Personal Advising group, you will partner with clients to create custom financial plans based on their goals. You will meet with clients primarily through scheduled appointments via video or phone, build a personalized financial plan for each client, and match clients with investment portfolios that are designed and managed by J.P. Morgan’s Chief Investment Officer. You will also provide advice to existing clients as they need it, helping them navigate shifting priorities around their finances and their lives. Personal Advisors will work in a full time based office environment to support the full book of clients.

Job responsibilities

• Leverage experience and understanding of investments, wealth planning, credit and banking concepts to help clients achieve their financial goals
• Convert high quality leads into new clients and help to maintain those relationships
• Utilize a “solution-oriented” mindset to work towards best possible outcomes for all clients
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their day
• Educate clients on the digital products available to them to better monitor, maintain and achieve their financial goals.

Required qualifications, capabilities, and skills:

• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of starting in the role as a condition of employment. This role requires you to be licensed in all states

Preferred qualifications, capabilities, and skills:

• At least 3 years of relevant financial services or brokerage experience strongly preferred with focus on financial planning
• Bachelor’s degree preferred
• CFP preferred, but not required.

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.

FEDERAL DEPOSIT INSURANCE ACT:

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.