Private Client Advisor: Wealth & Digital Strategy

Testing Site - JPMC; Oak Brook (IL); Sur place; USD 85 000 - 120 000; Plein temps

Résumé du poste

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families, building a robust book of business and delivering personalized investment solutions.

You will rely on leadership and relationship-building skills, maintain a strong fiduciary standard, and educate clients on digital channels to monitor and manage their investments.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Series 7 license required; Series 66 (63/65) required or obtainable within 60 days.
• Life, Health and Long Term Care licenses required or obtainable within 60 days.
• CFP certification preferred; Bachelor’s degree preferred.

Responsabilités

• 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 with relationship management at the core.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become digitally confident and bank when, where, and how they want.

Connaissances

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Formation

Bachelor’s degree (preferred)

Description du poste

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families, building a robust book of business and delivering personalized investment solutions.

You will rely on leadership and relationship-building skills, maintain a strong fiduciary standard, and educate clients on digital channels to monitor and manage their investments.