Private Wealth Advisor

Testing Site - JPMC; Laredo (TX); Presencial; USD 85.000 - 140.000; Jornada completa

Descripción de la vacante

J.P. Morgan Chase is hiring a Private Client Advisor to offer comprehensive financial planning and investment guidance to individuals and families. You will build lasting relationships and deliver tailored solutions using Chase referrals and a broad product platform.

The role requires strong client acquisition skills, a goals-based planning approach, and licensing (Series 7/66; Life/Health). You will work with digital tools to empower clients to monitor and manage their investments, while

Formación

• At least 2 years in a Financial Advisor role or equivalent financial services experience
• Demonstrated success in client acquisition, cultivating and maintaining client relationships
• Demonstrated ability and commitment to goals-based planning and advice
• A valid and active Series 7 license, a valid Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment; Life, Health and Long Term Care Insurance license required or must be obtained within 60 days

Responsabilidades

• Build a book of business and deliver personalized investment solutions to clients using leadership and relationship-building skills
• Provide holistic financial guidance beyond investments
• Educate clients on technology and channels to monitor and manage their investments
• Demonstrate integrity and client-centric service
• Collaborate with partners to deliver comprehensive financial planning
• Support the bank's goals and culture of diversity

Conocimientos

Relationship management

Client acquisition

Financial advising

Communication skills

Educación

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

CFP certification (preferred)

Descripción del empleo

J.P. Morgan Chase is hiring a Private Client Advisor to offer comprehensive financial planning and investment guidance to individuals and families. You will build lasting relationships and deliver tailored solutions using Chase referrals and a broad product platform.

The role requires strong client acquisition skills, a goals-based planning approach, and licensing (Series 7/66; Life/Health). You will work with digital tools to empower clients to monitor and manage their investments, while