Private Client Wealth Advisor: Strategic Planning

Testing Site - JPMC; Grand Prairie (TX); On-site; USD 75,000 - 130,000; Full time

Benefits offered by this job

Not specified

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advice to individuals and families.

You will build a book of business, provide advised solutions, and leverage Chase partner referrals to deepen client relationships while embracing digital tools to enhance the investor experience. Success will depend on strong relationship management, integrity, and commitment to helping clients monitor and adjust their

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
• 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
• Certified Financial Planning (CFP®) certification is preferred
• Bachelor’s degree preferred

Responsibilities

• 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

Skills

Relationship-building

Sales & client acquisition

Financial knowledge

Communication

Education

Bachelor’s degree

Tools

Series 7 license

Series 66 license (63/65)

Life/Health/LTC license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advice to individuals and families.

You will build a book of business, provide advised solutions, and leverage Chase partner referrals to deepen client relationships while embracing digital tools to enhance the investor experience. Success will depend on strong relationship management, integrity, and commitment to helping clients monitor and adjust their