Private Client Wealth Advisor - Growth & Digital Solutions

JPMorganChase; Baltimore (MD); Sur place; USD 120 000 - 180 000; Plein temps

Résumé du poste

J.P. Morgan Chase seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will support clients from saving starts to wealth transfer, offering advised solutions and referrals to deepen relationships.

You’ll help build a strong client book, staying current on markets and delivering personalized investment guidance with integrity and client focus.

Qualifications

• 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.
• Active Series 7 license.
• Active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• 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.
• CFP certification is preferred.

Responsabilités

• 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 the firm's clients by relying on leadership and relationship-building skills, with a focus on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Educate clients on technology and channels to monitor, maintain, and handle their 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 how they want.

Connaissances

Client acquisition

Relationship management

Regulatory compliance

Communication

Financial services experience

Formation

Bachelor's degree preferred

Description du poste

J.P. Morgan Chase seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will support clients from saving starts to wealth transfer, offering advised solutions and referrals to deepen relationships.

You’ll help build a strong client book, staying current on markets and delivering personalized investment guidance with integrity and client focus.