Private Client Advisor: Wealth Planning & Relationships

Aumni; Mission Viejo (CA); Presencial; USD 70.000 - 110.000; Jornada completa

Descripción de la vacante

JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment solutions to individuals and families. You will build lasting client relationships, leverage leadership and a deep understanding of markets, and provide holistic financial coaching beyond investments.

The role emphasizes integrity, a client-centric approach, and the use of digital tools to enhance how clients monitor and manage their finances, with

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.
• A valid and active Series 66 (63/65) 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.

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 the firm's by relying on leadership and relationship-building skills.
• 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 the firm's 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

Conocimientos

Client acquisition

Relationship management

Goals-based planning

Financial planning

Communication

Educación

Series 7 license

Series 66 license (63/65)

Life, Health and Long Term Care Insurance license

CFP certification

Bachelor's degree

Descripción del empleo

JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment solutions to individuals and families. You will build lasting client relationships, leverage leadership and a deep understanding of markets, and provide holistic financial coaching beyond investments.

The role emphasizes integrity, a client-centric approach, and the use of digital tools to enhance how clients monitor and manage their finances, with