Private Client Advisor: Wealth Planning & Digital

JPMorgan Chase & Co.; Parsippany-Troy Hills (NJ); Sur place; USD 90 000 - 130 000; Plein temps

Résumé du poste

JPMorgan Chase & Co. seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and advisory services for individuals and families in New Jersey.

You will build trusted relationships and offer tailored investment solutions using our digital tools and firm referrals to deepen client relationships. The role focuses on growing a book of business, applying goals‑based planning, and staying informed about markets to help clients monitor and manage their

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 (63/65) license or must obtain within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license or must obtain within 60 days of starting.

Responsabilités

• Build a book of business and deliver personalized investment solutions to clients.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound business judgement.
• Maintain integrity and act in clients' best interests.
• Educate clients on technology and channels to monitor investments.
• Provide holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital tools to enhance the client experience.

Connaissances

Relationship building

Client acquisition

Financial planning

Communication skills

Industry licenses

Formation

Bachelor's degree

Description du poste

JPMorgan Chase & Co. seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and advisory services for individuals and families in New Jersey.

You will build trusted relationships and offer tailored investment solutions using our digital tools and firm referrals to deepen client relationships. The role focuses on growing a book of business, applying goals‑based planning, and staying informed about markets to help clients monitor and manage their