Private Client Advisor: Wealth Planning & Client Growth

Aumni; Stamford (CT); In loco; USD 110.000 - 180.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

On-site health and wellness centers

Descrizione del lavoro

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and investment advice to individuals and families.

You will build relationships, deliver personalized investment solutions, and guide clients through a broad range of financial needs. The role emphasizes high ethical standards, client education on digital tools, and a holistic view of client goals.

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.
• 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.

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 by relying on leadership and relationship-building skills.
• 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 the firm's 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

Conoscenze

Financial advisor experience

Client relationship building

Goals-based planning

Series 7 license

Series 66 license

Life, Health and LTC license

Formazione

Bachelor's degree

CFP (preferred)

Descrizione del lavoro

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and investment advice to individuals and families.

You will build relationships, deliver personalized investment solutions, and guide clients through a broad range of financial needs. The role emphasizes high ethical standards, client education on digital tools, and a holistic view of client goals.