Private Client Wealth Advisor

Aumni; United States; Presencial; USD 120.000 - 180.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive rewards

Commission-based pay

Discretionary incentive compensation

Health benefits

Retirement plan

Descripción de la vacante

J.P. Morgan Chase in the Chase Wealth Management division seeks a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families. You will build lasting client relationships and offer tailored investment solutions to meet financial goals.

The role requires active Series 7 and Series 66 licenses or acquisition within 60 days, plus Life/Health/LTC insurance. CFP preferred and a Bachelor's degree preferred.

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 license.
• A valid and active Series 66 license 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 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 clients focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity that reflects doing right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become digitally confident and bank when they want.

Conocimientos

Client acquisition

Relationship building

Goals-based planning

Financial planning

Series 7 license

Series 66 license

Life/Health/LTC license

Educación

Bachelor's degree preferred

CFP certification preferred

Descripción del empleo

J.P. Morgan Chase in the Chase Wealth Management division seeks a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families. You will build lasting client relationships and offer tailored investment solutions to meet financial goals.

The role requires active Series 7 and Series 66 licenses or acquisition within 60 days, plus Life/Health/LTC insurance. CFP preferred and a Bachelor's degree preferred.