Private Client Advisor: Wealth Planning & Digital Tools

Testing Site - JPMC; Lubbock (TX); Presencial; USD 80.000 - 140.000; Jornada completa

Descripción de la vacante

J.P. Morgan Chase in Chase Wealth Management seeks a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families, building trusted relationships and delivering personalized solutions.

You will demonstrate market knowledge, uphold integrity, leverage digital tools, and collaborate with partners to grow a book of business while focusing on goals-based planning and exceptional client service.

Formación

• 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 (63/65) license required or must be obtained within 60 days of starting.
• A valid Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting.

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 clients focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity that points toward doing right by clients at every opportunity.
• Educate clients on technology and channels to monitor, maintain, and handle investments.

Conocimientos

Client acquisition

Relationship management

Goals-based planning

Series 7

Series 66

Life/Health/LTC license

Financial advisory experience

Educación

Bachelor's degree

CFP certification (preferred)

Descripción del empleo

J.P. Morgan Chase in Chase Wealth Management seeks a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families, building trusted relationships and delivering personalized solutions.

You will demonstrate market knowledge, uphold integrity, leverage digital tools, and collaborate with partners to grow a book of business while focusing on goals-based planning and exceptional client service.