Private Wealth Advisor: Client Planning & Digital Solutions

Aumni; Irving (TX); Presencial; USD 90.000 - 140.000; Jornada completa

Descripción de la vacante

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

You will build a book of business, advise on strategies, and collaborate with Chase partners to deepen client relationships. The role requires active Series 7 and Series 66 licenses or eligibility within 60 days, Life/Health/LTC licenses, and a bachelor’s degree is preferred.

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, 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

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 the firm's 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 the firm's 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-building

Goals-based planning

Financial market understanding

Integrity in client service

Educación

Bachelor’s degree

Descripción del empleo

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

You will build a book of business, advise on strategies, and collaborate with Chase partners to deepen client relationships. The role requires active Series 7 and Series 66 licenses or eligibility within 60 days, Life/Health/LTC licenses, and a bachelor’s degree is preferred.