Private Client Wealth Advisor

Aumni; San Ramon (CA); Sur place; USD 90 000 - 150 000; Plein temps

Résumé du poste

J.P. Morgan Chase in the United States is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions for individuals and families.

You will leverage leadership and relationship-building skills to build a book of business and collaborate with partners to provide an exceptional investor experience, while upholding the firm’s commitment to integrity and client-first service.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Commitment to goals-based planning and financial advice.
• Active Series 7, Series 66 (63/65) required or within 60 days.
• Life, Health and Long Term Care Insurance licenses required or within 60 days.
• CFP certification is preferred.

Responsabilités

• Champion and support teammates’ success and the bank's goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions with relationship focus.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Uphold integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor investments.
• Provide holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients be digitally confident and bank where they want.

Connaissances

Relationship-building

Client acquisition

Goals-based planning

Financial planning

Formation

Bachelor’s degree

Description du poste

J.P. Morgan Chase in the United States is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions for individuals and families.

You will leverage leadership and relationship-building skills to build a book of business and collaborate with partners to provide an exceptional investor experience, while upholding the firm’s commitment to integrity and client-first service.