Private Client Advisor: Wealth Planning & Investing

Testing Site - JPMC; San Antonio (TX); Sur place; USD 85 000 - 125 000; Plein temps

Résumé du poste

JPMorgan Chase seeks an experienced Private Client Advisor to provide comprehensive financial planning and investment solutions to individuals and families. You will build strong client relationships, offer advised solutions, and collaborate with Chase partners to deepen client engagement.

The role emphasizes integrity, risk discipline, and a client-centric approach, with a focus on educating clients about digital tools and channels for monitoring investments and staying connected.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent.
• Strong client acquisition and relationship management skills.
• Ability to provide goals-based financial planning.
• Active Series 7 required; Series 66 within 60 days.
• Life, Health and Long-Term Care licenses required or obtained within 60 days.

Responsabilités

• Build a book of business and deliver personalized investment solutions through relationship management.
• Demonstrate deep understanding of financial markets and sound judgment.
• 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 innovations to enable clients to bank when, where, and how they want.
• Collaborate with partners to deepen client relationships.

Connaissances

Client acquisition

Relationship building

Goals-based planning

Financial markets understanding

Formation

Bachelor's degree

CFP certification (preferred)

Outils

Series 7

Series 66 (63/65)

Life/Health/LTC license

Description du poste

JPMorgan Chase seeks an experienced Private Client Advisor to provide comprehensive financial planning and investment solutions to individuals and families. You will build strong client relationships, offer advised solutions, and collaborate with Chase partners to deepen client engagement.

The role emphasizes integrity, risk discipline, and a client-centric approach, with a focus on educating clients about digital tools and channels for monitoring investments and staying connected.