Private Client Wealth Advisor: Holistic Planning

Aumni; United States; Sur place; USD 85 000 - 120 000; Plein temps

Résumé du poste

JPMorgan Chase is seeking a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families. You will build strong relationships and rely on leadership to provide tailored solutions that meet client needs.

Key requirements include 2+ years as a Financial Advisor, proven client acquisition success, and active Series 7 and Series 66 licenses or readiness to obtain within 60 days. A Life/Health/LTC license is also needed.

Qualifications

• At least 2 years as a Financial Advisor or equivalent experience.
• Proven success in acquiring and maintaining clients and partners.
• Experience with goals-based planning and advice.
• Active Series 7 license required; Series 66 license required or within 60 days.
• Life, Health and LTC insurance licenses required or within 60 days.

Responsabilités

• Champion and support teammates’ success and bank diversity.
• Build a book of business and deliver personalized investment solutions.
• Demonstrate understanding of financial markets and sound judgment.
• Maintain integrity and prioritize clients’ best interests.
• Educate clients on technology and channels to monitor investments.
• Provide holistic view of clients’ needs and financial coaching.
• Leverage digital tools to help clients invest confidently.

Connaissances

Client acquisition

Relationship management

Goals-based planning

Industry licensure

Client coaching

Formation

Bachelor’s degree

CFP certification preferred

Description du poste

JPMorgan Chase is seeking a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families. You will build strong relationships and rely on leadership to provide tailored solutions that meet client needs.

Key requirements include 2+ years as a Financial Advisor, proven client acquisition success, and active Series 7 and Series 66 licenses or readiness to obtain within 60 days. A Life/Health/LTC license is also needed.