Private Wealth Advisor – Holistic Financial Planning

Testing Site - JPMC; Greenwood (IN); Sur place; USD 90 000 - 130 000; Plein temps

Résumé du poste

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver personalized investment solutions and comprehensive financial planning for individuals and families.

You will leverage leadership and relationships to build trust, while guiding clients through digital tools to monitor and manage their investments. The role emphasizes integrity, client education, and collaboration with partners to deepen relationships and provide a holistic financial coaching

Qualifications

• 2+ years in a Financial Advisor role or equivalent experience in financial services.
• Proven success in acquiring and growing client relationships with partners.
• Track record of goals-based planning and solid financial advice.
• Active Series 7 license; Series 66 (63/65) required or obtained within 60 days.
• Active Life, Health and Long-Term Care licenses or obtained within 60 days.

Responsabilités

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and client coaching.
• Demonstrate deep understanding of markets and sound judgment.
• Maintain high integrity and client-focused service.
• Educate clients on technology and digital channels for monitoring investments.
• Collaborate with JPMS and Chase referrals to deepen client relationships.

Connaissances

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Integrity and ethics

Formation

Bachelor's degree preferred

Outils

Series 7

Series 66 (63/65)

Life/Health/LTC license

Description du poste

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver personalized investment solutions and comprehensive financial planning for individuals and families.

You will leverage leadership and relationships to build trust, while guiding clients through digital tools to monitor and manage their investments. The role emphasizes integrity, client education, and collaboration with partners to deepen relationships and provide a holistic financial coaching