Private Client Advisor: Relationship-Driven Solutions

JPMorgan Chase & Co.; Napa (CA); Vor Ort; USD 90.000 - 160.000; Vollzeit

Zusammenfassung

JPMorgan Chase & Co. in the United States is seeking a Financial Advisor to build client relationships and deliver personalized investment solutions with a focus on relationship management rather than portfolio management.

You will mentor teammates, uphold integrity, and educate clients on technology channels to monitor investments. Requires Series 7, Series 66, and life/health/LTC licenses; CFP preferred and a bachelor’s degree recommended.

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 license.
• 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. This will be done 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

Kenntnisse

Relationship management

Client acquisition

Financial guidance

Integrity

Ausbildung

Bachelor's degree

Jobbeschreibung

JPMorgan Chase & Co. in the United States is seeking a Financial Advisor to build client relationships and deliver personalized investment solutions with a focus on relationship management rather than portfolio management.

You will mentor teammates, uphold integrity, and educate clients on technology channels to monitor investments. Requires Series 7, Series 66, and life/health/LTC licenses; CFP preferred and a bachelor’s degree recommended.