Private Client Advisor: Personal Wealth & Digital Guidance

Testing Site - JPMC; Orange (CA); Sur place; USD 120 000 - 180 000; Plein temps

Résumé du poste

J.P. Morgan Chase in California is seeking a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families.

You will build lasting client relationships, develop a book of business, and coordinate with partners to offer tailored solutions. The role requires at least 2 years as a financial advisor, a 7 and 66 license (or willingness to obtain within 60 days), and Life/Health/LTC licenses or enrollment.

Qualifications

• 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

Responsabilités

• 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.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Educate clients on technology and channels available to them to monitor, maintain, and handle their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.

Connaissances

Client relationship management

Sales targets

Financial guidance

Formation

Bachelor's degree

Outils

Series 7 license

Series 66 license (63/65)

Life/Health/LTC Insurance licenses

Description du poste

J.P. Morgan Chase in California is seeking a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families.

You will build lasting client relationships, develop a book of business, and coordinate with partners to offer tailored solutions. The role requires at least 2 years as a financial advisor, a 7 and 66 license (or willingness to obtain within 60 days), and Life/Health/LTC licenses or enrollment.