Private Client Advisor: Wealth Planning & Relationships

Testing Site - JPMC; College Park (MD); Presencial; USD 70.000 - 110.000; Jornada completa

Descripción de la vacante

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will help clients achieve their financial goals with advised solutions and Chase partner referrals, delivering an exceptional investor experience. Key responsibilities include building a book of business, delivering personalized investment solutions, and leveraging digital tools to empower clients to manage their investments

Formación

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and relationship management.
• Series 7 and Series 66 licenses, or must be obtained within 60 days of starting in the role.
• Life, Health and Long-Term Care licenses required or must be obtained within 60 days of starting in the role.
• CFP certification is preferred; Bachelor's degree is preferred.

Responsabilidades

• Build a book of business and deliver personalized investment solutions through relationship-building.
• Demonstrate understanding of financial markets and sound business judgment.
• Educate clients on technology and channels to monitor investments.
• Provide a holistic view of client needs and financial coaching beyond investments.
• Embrace digital innovations to enable clients to bank when, where, and how they want.

Conocimientos

Financial Advisory Experience

Client Acquisition

Relationship Management

Goals-Based Planning

Series 7

Series 66

Life/Health/LTC Licenses

Educación

Bachelor's degree

CFP certification preferred

Descripción del empleo

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will help clients achieve their financial goals with advised solutions and Chase partner referrals, delivering an exceptional investor experience. Key responsibilities include building a book of business, delivering personalized investment solutions, and leveraging digital tools to empower clients to manage their investments