Private Wealth Advisor — Client Relationships

Fairygodboss; Saginaw (TX); On-site; USD 75,000 - 120,000; Full time

Job summary

J.P. Morgan Chase Wealth Management is hiring a Private Client Advisor to provide comprehensive financial planning and personalized investment guidance to individuals and families.

You will help clients grow and protect wealth using a broad range of solutions while building trusted relationships across Chase partner referrals. You will deliver advice with integrity, stay current on market trends, and educate clients on digital channels and tools to monitor and manage their investments.

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
• 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.
• 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

Client acquisition

Relationship building

Goals-based planning

Financial advisory

Communication skills

Industry knowledge

Education

Series 7 license

Series 66 license

Life, Health & LTC license

CFP certification

Bachelor's degree

Job description

J.P. Morgan Chase Wealth Management is hiring a Private Client Advisor to provide comprehensive financial planning and personalized investment guidance to individuals and families.

You will help clients grow and protect wealth using a broad range of solutions while building trusted relationships across Chase partner referrals. You will deliver advice with integrity, stay current on market trends, and educate clients on digital channels and tools to monitor and manage their investments.