Private Client Advisor: Wealth Strategy & Digital Tools

Testing Site - JPMC; Lynnwood (WA); Presencial; USD 90 000 - 150 000; Tempo integral

Resumo da oferta

JPMorgan Chase in Washington state is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families.

You will grow a personal book of business by building relationships, applying goals-based planning, and using digital tools to help clients monitor and manage their investments, with emphasis on integrity and client service.

Qualificações

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire clients and grow relationships.
• Strong goals-based planning and advisory skills.
• Active Series 7 license required.
• Active Series 66 license required or must be obtained within 60 days of starting in role.
• Active Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting in role.

Responsabilidades

• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Demonstrate a passion for educating clients on technology and channels available to monitor, maintain, and handle 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

Conhecimentos

Relationship-building

Client acquisition

Goal-based planning

Financial judgment

Integrity

Digital literacy

Formação académica

Bachelor's degree

Descrição da oferta de emprego

JPMorgan Chase in Washington state is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families.

You will grow a personal book of business by building relationships, applying goals-based planning, and using digital tools to help clients monitor and manage their investments, with emphasis on integrity and client service.