Private Client Advisor: Wealth Planning & Relationships

Testing Site - JPMC; Fenton (MO); In loco; USD 85.000 - 120.000; Tempo pieno

Descrizione del lavoro

J.P. Morgan Chase invites an experienced Private Client Advisor to join Chase Wealth Management to guide individuals and families with comprehensive financial planning and personalized investment solutions.

You will build strong relationships and collaborate with partners to deliver an exceptional investor experience. You will work with clients ranging from savers to high-net-worth individuals, leveraging digital tools to monitor and manage investments while upholding fiduciary duties and a

Competenze

• At least 2 years in a Financial Advisor role or equivalent.
• Demonstrated success in client acquisition and relationship-building.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7 license.
• A valid and active Series 66 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.
• CFP certification is preferred.
• Bachelor’s degree preferred.

Mansioni

• 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. This will be done with a consistent focus on relationship management, not portfolio management
• 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

Conoscenze

Client acquisition

Relationship management

Goals-based planning

Financial planning

Series 7

Series 66

Life license

Health/LTC license

Formazione

Bachelor’s degree

Descrizione del lavoro

J.P. Morgan Chase invites an experienced Private Client Advisor to join Chase Wealth Management to guide individuals and families with comprehensive financial planning and personalized investment solutions.

You will build strong relationships and collaborate with partners to deliver an exceptional investor experience. You will work with clients ranging from savers to high-net-worth individuals, leveraging digital tools to monitor and manage investments while upholding fiduciary duties and a