Private Client Advisor: Wealth Planning & Digital

Testing Site - JPMC; Waterford Charter Township (MI); Presencial; USD 85 000 - 115 000; Tempo integral

Resumo da oferta

J.P. Morgan Chase in Waterford Charter Township, MI is seeking a Private Client Advisor to deliver comprehensive financial planning and investment solutions to individuals and families.

You will build trusted client relationships, grow a book of business, and guide clients through evolving markets with sound judgement and integrity. You will educate clients on technology channels and offer holistic financial coaching beyond investments, leveraging Chase’s digital tools to support client needs

Qualificações

• 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.

Responsabilidades

• 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 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 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

Conhecimentos

Client acquisition

Relationship management

Goals-based planning

Financial knowledge

Digital literacy

Formação académica

Bachelor's degree preferred

Ferramentas

Series 7

Series 66 (63/65)

Life/Health/LTC license

Descrição da oferta de emprego

J.P. Morgan Chase in Waterford Charter Township, MI is seeking a Private Client Advisor to deliver comprehensive financial planning and investment solutions to individuals and families.

You will build trusted client relationships, grow a book of business, and guide clients through evolving markets with sound judgement and integrity. You will educate clients on technology channels and offer holistic financial coaching beyond investments, leveraging Chase’s digital tools to support client needs