Private Client Wealth Advisor: Growth & Planning

Aumni; United States; Presencial; USD 90.000 - 130.000; Jornada completa

Descripción de la vacante

J.P. Morgan Chase in the United States seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families, building lasting client relationships.

You will grow a book of business, collaborate with partners, and deliver personalized solutions while upholding integrity and a client-first mindset. This role emphasizes digital enablement, cross-functional teamwork, and adherence to regulatory standards as you

Formación

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Commitment to goals-based planning and advice.
• A valid and active Series 7.
• A valid and 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.
• 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 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 your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio 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
• Demonstrate a passion for educating clients on the technology and channels available to them to better 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 when, where, and how they want

Conocimientos

Client acquisition

Relationship management

Goals-based planning

Financial market knowledge

Integrity

Digital banking guidance

Educación

Bachelor’s degree preferred

Herramientas

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Descripción del empleo

J.P. Morgan Chase in the United States seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families, building lasting client relationships.

You will grow a book of business, collaborate with partners, and deliver personalized solutions while upholding integrity and a client-first mindset. This role emphasizes digital enablement, cross-functional teamwork, and adherence to regulatory standards as you