Private Wealth Advisor - Client Relationships

Testing Site - JPMC; Tucson (AZ); On-site; USD 90,000 - 150,000; Full time

Job summary

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

You will build a book of business, rely on leadership and relationship skills, and help clients monitor and adjust their investments using digital tools, while upholding high standards of integrity. You will work with a network of partners to deliver tailored investment solutions and strive to deepen client relationships

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and building relationships with key partners.
• Active Series 7 license, and Series 66 (63/65) or obtain within 60 days of start.
• Active Life, Health and Long Term Care Insurance licenses or obtain within 60 days.

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. 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 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 management

Goals-based planning and advice

Integrity and ethics

Digital literacy for client Inter...

Education

Bachelor’s degree

Tools

Series 7 license

Series 66 (63/65) license

Life/Health/LTC Insurance license

Job description

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

You will build a book of business, rely on leadership and relationship skills, and help clients monitor and adjust their investments using digital tools, while upholding high standards of integrity. You will work with a network of partners to deliver tailored investment solutions and strive to deepen client relationships