Private Wealth Advisor: Client Growth & Planning

Aumni; United States; In loco; USD 90.000 - 180.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive total rewards package

Benefits including health care, 401(k)

Tuition reimbursement and professional

Mentoring and career development

Descrizione del lavoro

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

You will build strong client relationships, educate on digital tools, and manage a diverse book of business with integrity and client-centric service. The role emphasizes goals-based planning, deep market understanding, and collaboration with partners to deepen client relationships while supporting the bank's inclusive

Competenze

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Series 7 license must be active.
• Series 66 (63/65) license required or obtained within 60 days of starting.
• Life, Health and Long Term Care Insurance licenses required or obtained within 60 days.

Mansioni

• Build a book of business and deliver personalized investment solutions with a focus on relationship management.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Foster diversity and uphold integrity in all client interactions.
• Educate clients on technology and channels to monitor investments digitally.
• Offer holistic financial coaching beyond investments.

Conoscenze

Client acquisition

Relationship management

Financial planning

Goal-based planning

Industry knowledge

Integrity and ethics

Formazione

CFP certification (preferred)

Bachelor's degree (preferred)

Descrizione del lavoro

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

You will build strong client relationships, educate on digital tools, and manage a diverse book of business with integrity and client-centric service. The role emphasizes goals-based planning, deep market understanding, and collaboration with partners to deepen client relationships while supporting the bank's inclusive