Private Client Advisor: Wealth & Relationship Builder

JPMorgan Chase

Duncanville (TX)

In loco

USD 100.000 - 180.000

Tempo pieno

6 giorni fa

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Descrizione del lavoro

JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and tailored investment guidance for individuals and families. You will build relationships and deliver personalized investment solutions while collaborating with partners to deepen client relationships.

The role requires strong fiduciary conduct, goals-based planning, and ongoing client education about digital tools to monitor and manage investments.

Competenze

At least 2 years in a Financial Advisor role or equivalent financial services experience.
Demonstrated success in client acquisition and maintaining client relationships.
Demonstrated ability and commitment to goals-based planning and advice.
Licensing: Series 7 required and Series 66 (63/65) required or to be obtained within 60 days of starting.
Licensing in Life, Health and Long Term Care Insurance required or to be obtained within 60 days of starting.

Mansioni

Build a book of business and deliver personalized investment solutions through leadership and relationship-building.
Provide comprehensive financial planning and advice to individuals and families.
Demonstrate understanding of financial markets and sound judgement.
Uphold integrity and act in clients' best interests.
Educate clients on technology and channels to monitor and manage investments.
Provide a holistic view of clients' needs and financial coaching beyond investments.
Promote digital tools to empower clients to bank anytime, anywhere.