J.P. Morgan Wealth Management - Private Client Advisor - East San Fernando Valley, CA (area)

JPMorganChase; Glendale (CA); Presencial; USD 75 000 - 100 000; Tempo integral

Resumo da oferta

JPMorganChase is looking for a Financial Advisor in Glendale, California, to champion success for clients and deliver personalized investment solutions. Candidates should have at least 2 years in the financial advisory field and possess necessary certifications, including a Series 7 and Series 66 license.

The role emphasizes building strong relationships, offering holistic financial coaching, and inspiring clients to utilize digital platforms effectively. We value diversity and inclusivity and do not discriminate based on any protected attributes.

Qualificações

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.

Responsabilidades

• Champion and support teammates’ success and the bank’s goals.
• Deliver personalized investment solutions to clients.
• Educate clients on technology and investment management.

Conhecimentos

Client acquisition

Relationship management

Financial coaching

Digital confidence

Formação académica

Bachelor’s degree

Ferramentas

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Descrição da oferta de emprego

Job Responsibilities

• Champion and support 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 clients by relying on leadership and relationship‑building skills with a consistent focus on relationship management, not portfolio management
• 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 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 is preferred

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.

Equal Opportunity Employer / Disability / Veterans

We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.