Private Wealth Advisor: Client Planning & Relationships

JPMorgan Chase & Co.; Michigan; Sur place; USD 90 000 - 150 000; Plein temps

Résumé du poste

JPMorgan Chase & Co. in Michigan is seeking a Private Client Advisor to deliver comprehensive financial planning and personalized investment advice for individuals and families.

You will build strong client relationships and leverage Chase partner referrals to deepen client coverage. You will help clients monitor and manage investments through digital channels while maintaining the highest standards of integrity and service.

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

Responsabilités

• 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 clients by relying on leadership and relationship-building skills.
• 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

Connaissances

Financial advisor experience

Client acquisition

Relationship management

Goals-based planning

Series 7 license

Series 66 license

Life/Health/Long-Term Care license

Formation

Bachelor’s degree

CFP certification preferred

Description du poste

JPMorgan Chase & Co. in Michigan is seeking a Private Client Advisor to deliver comprehensive financial planning and personalized investment advice for individuals and families.

You will build strong client relationships and leverage Chase partner referrals to deepen client coverage. You will help clients monitor and manage investments through digital channels while maintaining the highest standards of integrity and service.