Private Client Advisor: Wealth & Digital Relationships

JPMorgan Chase & Co.; Mentor (OH); In loco; USD 100.000 - 150.000; Tempo pieno

Descrizione del lavoro

JPMorgan Chase & Co. in Mentor, OH is seeking a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families.

You will build a book of business, deliver tailored investment solutions, and collaborate with partners to ensure an exceptional investor experience across digital channels. The role requires Series 7/66 licenses (or to obtain within 60 days) and Life/Health/LTC licenses, with CFP preferred and a bachelor’s degree.

Competenze

• 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 is required.

Mansioni

• 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 the firm's clients through relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity and act in the best interest of clients at all times.
• Educate clients on technology and channels to monitor, maintain, and manage their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients be more digitally confident and bank how they want.

Conoscenze

Client acquisition

Relationship management

Partnership collaboration

Formazione

Bachelor’s degree (preferred)

Descrizione del lavoro

JPMorgan Chase & Co. in Mentor, OH is seeking a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families.

You will build a book of business, deliver tailored investment solutions, and collaborate with partners to ensure an exceptional investor experience across digital channels. The role requires Series 7/66 licenses (or to obtain within 60 days) and Life/Health/LTC licenses, with CFP preferred and a bachelor’s degree.