Private Client Advisor: Holistic Wealth & Digital Advisory

JP Morgan Chase; New Orleans (LA); Presencial; USD 90 000 - 150 000; Tempo integral

Resumo da oferta

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will build lasting client relationships, deliver personalized investment solutions, and leverage digital tools to enhance the investor experience. You will work to understand clients' needs, educate them on available channels, and collaborate with partners to deepen client relationships while upholding the firm's standards and

Qualificações

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in acquiring clients, building relationships and partnering with key teams.
• Demonstrated commitment to goals-based planning and advice.
• Active Series 7 license required.
• Active Series 66 (63/65) license required or obtainable within 60 days.
• Active Life, Health and Long Term Care insurance license required or obtainable within 60 days.

Responsabilidades

• Build a book of business and deliver personalized investment solutions with a client-centric approach.
• Provide comprehensive financial planning and advice for individuals and families.
• Demonstrate understanding of financial markets and sound business judgement.
• Maintain integrity and fiduciary standards in all client interactions.
• Educate clients on technology and channels to monitor and manage investments.
• Deliver holistic financial coaching beyond investments.
• Leverage digital innovations to enable clients to bank when, where, and how they want.

Conhecimentos

Client acquisition

Relationship building

Goals-based planning

Financial markets knowledge

Integrity/ethics

Digital/channel proficiency

Formação académica

Bachelor’s degree preferred

CFP certification preferred

Ferramentas

Series 7

Series 66 (63/65)

Life/Health/LTC license

Descrição da oferta de emprego

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will build lasting client relationships, deliver personalized investment solutions, and leverage digital tools to enhance the investor experience. You will work to understand clients' needs, educate them on available channels, and collaborate with partners to deepen client relationships while upholding the firm's standards and