Private Wealth Advisor - Holistic Financial Planning

JPMorgan Chase & Co.; Hernando (MS); Sur place; USD 85 000 - 120 000; Plein temps

Résumé du poste

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will tailor investment solutions and work with Chase partners to deepen client relationships, prioritizing outstanding service and integrity. You will build a book of business, stay informed on market developments, and leverage digital tools to help clients monitor and manage their investments, while delivering a personalized

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 license and Series 66 (63/65) or must be obtained within 60 days of starting in the role.
• A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role.
• CFP certification is preferred; Bachelor’s degree preferred.

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.
• Educate clients on technology and channels available to 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 how they want.

Connaissances

Financial advisory experience

Client acquisition

Relationship management

Goals-based planning

Regulatory and licensing knowledge

Formation

Series 7 license

Series 66 license (63/65)

Life, Health and Long Term Care license

Bachelor's degree preferred

Description du poste

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will tailor investment solutions and work with Chase partners to deepen client relationships, prioritizing outstanding service and integrity. You will build a book of business, stay informed on market developments, and leverage digital tools to help clients monitor and manage their investments, while delivering a personalized