Private Client Wealth Advisor | Digital Planning

JPMorgan Chase & Co.; Houston (TX); Presencial; USD 90 000 - 130 000; Tempo integral

Resumo da oferta

JPMorgan Chase & Co. in Houston seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.

You will grow a book of business by building strong client relationships, collaborating with partners, and guiding clients with innovative digital tools.

Licensing (Series 7, 66) and Life/Health/LTC are required or must be obtained within 60 days; CFP and a bachelor’s degree are preferred.

Qualificações

• Minimum 2+ years in a Financial Advisor role or equivalent.
• Proven success in acquiring and maintaining clients.
• Ability to provide goals-based financial planning and advice.
• Active Series 7, Series 66 required or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care licenses required or must be obtained within 60 days of starting.

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 clients by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Exhibit unwavering integrity and do right by clients.
• Educate clients on technology and channels to better monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients be digitally confident and bank how they want.

Conhecimentos

Client acquisition

Relationship management

Goals-based planning

Financial advisory

License compliance

Formação académica

Bachelor's degree

CFP certification

Descrição da oferta de emprego

JPMorgan Chase & Co. in Houston seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.

You will grow a book of business by building strong client relationships, collaborating with partners, and guiding clients with innovative digital tools.

Licensing (Series 7, 66) and Life/Health/LTC are required or must be obtained within 60 days; CFP and a bachelor’s degree are preferred.