Private Client Advisor - Wealth Planning & Digital

Testing Site - JPMC; College Station (TX); Sur place; USD 65 000 - 105 000; Plein temps

Résumé du poste

J.P. Morgan Chase, a leading wealth management firm, is seeking a Private Client Advisor to offer comprehensive planning and investment guidance to individuals and families.

You will build and manage a client book, deliver personalized solutions, and advocate for clients while leveraging digital tools and referrals. Qualified candidates have 2+ years in financial advisory, strong relationship skills, and active Series 7/66 licenses with related insurance licenses; CFP is preferred and a

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Commitment to goals-based planning and advice.
• A valid and active Series 7 license.
• A valid and active Series 66 license or must be obtained within 60 days.
• A valid and active Life, Health and Long Term Care license or must be obtained within 60 days.

Responsabilités

• Build a book of business and deliver personalized investment solutions through relationship management.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound judgement.
• Educate clients on technology and channels to monitor investments.
• Maintain integrity and act in clients’ best interests.

Connaissances

Client acquisition

Relationship-building

Goals-based planning

Financial market knowledge

Formation

Bachelor’s degree

CFP certification preferred

Outils

Series 7 license

Series 66 license

Life/Health/Long-Term Care license

Description du poste

J.P. Morgan Chase, a leading wealth management firm, is seeking a Private Client Advisor to offer comprehensive planning and investment guidance to individuals and families.

You will build and manage a client book, deliver personalized solutions, and advocate for clients while leveraging digital tools and referrals. Qualified candidates have 2+ years in financial advisory, strong relationship skills, and active Series 7/66 licenses with related insurance licenses; CFP is preferred and a