Private Client Advisor: Wealth Planning & Digital Solutions

Aumni; Troy (MI); Presencial; USD 90.000 - 130.000; Tempo integral

Resumo da vaga

JPMorgan Chase in the United States is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and tailored investment advice to individuals and families. You will build a book of business and collaborate with partners to deliver solutions that meet clients' financial goals.

The role requires active securities licenses (Series 7 and Series 66) and applicable insurance licenses, with CFP preferred; you will guide clients through markets, digital

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 license.
• A valid and active Series 66 license (63/65) or must be obtained within 60 days of starting.

Responsabilidades

• Build a book of business and deliver personalized investment solutions to clients focusing on relationship management.
• Demonstrate 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 holistic financial coaching beyond investments.
• Embrace digital tools to enhance client confidence and accessibility.

Conhecimentos

Client acquisition

Relationship management

Financial planning

Goal-based planning

Formação

Bachelor's degree

CFP certification (preferred)

Descrição da vaga

JPMorgan Chase in the United States is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and tailored investment advice to individuals and families. You will build a book of business and collaborate with partners to deliver solutions that meet clients' financial goals.

The role requires active securities licenses (Series 7 and Series 66) and applicable insurance licenses, with CFP preferred; you will guide clients through markets, digital