Private Wealth Advisor & Holistic Financial Planner

Fairygodboss; Prosper (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

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

You will help clients monitor, manage, and optimize their investments while expanding relationships with Chase partners. The role requires a Series 7 and Series 66 (63/65) within 60 days, plus Life/Health/LTC licenses; CFP certification and a Bachelor's degree are preferred.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven 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

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 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

Skills

Relationship-building

Financial planning

Client acquisition

Financial markets knowledge

Integrity

Education

CFP certification

Bachelor's degree

Job description

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

You will help clients monitor, manage, and optimize their investments while expanding relationships with Chase partners. The role requires a Series 7 and Series 66 (63/65) within 60 days, plus Life/Health/LTC licenses; CFP certification and a Bachelor's degree are preferred.