Private Client Advisor: Wealth & Digital Planning

JPMorgan Chase; Georgetown (TX); Sur place; USD 70 000 - 110 000; Plein temps

Résumé du poste

J.P. Morgan Chase is seeking a Private Client Advisor in Wealth Management to deliver comprehensive financial planning and advice to individuals and families. You will help clients save, invest, and plan for their financial futures with a personalized, advisor-led approach.

The role emphasizes relationship-building, market awareness, and utilizing digital channels to enhance the client experience while ensuring the highest standards of integrity and fiduciary responsibility.

Qualifications

• At least 1 year in a Banker role or equivalent experience in financial services.
• Demonstrated success in client acquisition and in growing client relationships.
• Licenses: Series 7 and 66 (63/65) and Life/Health Insurance to be obtained within 120 days.

Responsabilités

• Champion teammates' success and the bank's goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions through relationships.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Maintain integrity and act in clients' best interests at all times.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic view of client needs and financial coaching beyond investments.
• Embrace digital innovations to enable clients to bank when, where, and how they want.

Connaissances

Client acquisition

Relationship management

Financial market knowledge

Digital channels knowledge

Communication

Formation

Bachelor's degree preferred

Description du poste

J.P. Morgan Chase is seeking a Private Client Advisor in Wealth Management to deliver comprehensive financial planning and advice to individuals and families. You will help clients save, invest, and plan for their financial futures with a personalized, advisor-led approach.

The role emphasizes relationship-building, market awareness, and utilizing digital channels to enhance the client experience while ensuring the highest standards of integrity and fiduciary responsibility.