Private Client Advisor - Holistic Wealth & Digital Solutions

Testing Site - JPMC; Wilmette (IL); Vor Ort; USD 90.000 - 150.000; Vollzeit

Zusammenfassung

J.P. Morgan Chase is seeking a Private Client Advisor for Chase Wealth Management in the United States.

You will offer comprehensive financial planning and advice to individuals and families, building a book of business and delivering personalized investment solutions while leveraging digital channels to enhance client experience. The role emphasizes relationship management, integrity, and the ability to educate clients on technology and channels for monitoring investments, with support from

Qualifikationen

• 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
• CFP certification is preferred
• Bachelor’s degree preferred

Aufgaben

• 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 your 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 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

Kenntnisse

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Ausbildung

Bachelor’s degree

CFP certification (preferred)

Jobbeschreibung

J.P. Morgan Chase is seeking a Private Client Advisor for Chase Wealth Management in the United States.

You will offer comprehensive financial planning and advice to individuals and families, building a book of business and delivering personalized investment solutions while leveraging digital channels to enhance client experience. The role emphasizes relationship management, integrity, and the ability to educate clients on technology and channels for monitoring investments, with support from