Private Client Advisor, Wealth & Digital Advisory

TwinThread; United States; On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

Join J.P. Morgan Chase as a Private Client Advisor and engage with clients to provide premium financial planning solutions. You'll work closely with individuals and families to build a successful book of business based on personalized investment services.

The ideal candidate will have 2+ years of financial advisory experience and the necessary licenses to ensure clients receive exceptional service. J.P. Morgan Chase values diversity and inclusion within its teams.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining relationships.
• Valid and active Series 7 and Series 66 licenses are required.

Responsibilities

• Champion teammates' success and build a book of business.
• Deliver personalized investment solutions focusing on relationship management.
• Educate clients on technology and investment monitoring.

Skills

Financial Advisor experience

Client acquisition

Relationship management

Financial coaching

Understanding of financial markets

Education

Bachelor's degree

Tools

Series 7 License

Series 66 License

Life, Health, and Long Term Care Insurance License

Job description

Join J.P. Morgan Chase as a Private Client Advisor and engage with clients to provide premium financial planning solutions. You'll work closely with individuals and families to build a successful book of business based on personalized investment services.

The ideal candidate will have 2+ years of financial advisory experience and the necessary licenses to ensure clients receive exceptional service. J.P. Morgan Chase values diversity and inclusion within its teams.