Private Wealth Advisor: Holistic Planning & Digital

Testing Site - JPMC; Columbia City (IN); Sur place; USD 85 000 - 150 000; Plein temps

Résumé du poste

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

You will build a robust book of business and provide tailored investment solutions while leveraging leadership and client relationship skills. The role emphasizes integrity, strong market knowledge, and educating clients on digital tools to monitor and manage investments.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Series 7 is required and Series 66 is required or must be obtained within 60 days of starting.
• Life, Health and Long Term Care Insurance licenses required or must be obtained within 60 days of starting in the role.

Responsabilités

• Build a book of business and deliver personalized investment solutions to clients.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound business judgement.
• Exhibit integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor, maintain, and handle investments.
• Provide holistic financial coaching beyond investments.
• Embrace digital innovations to enable clients to bank whenever and wherever they choose.

Connaissances

Client relationships

Goals-based planning

Financial advisory

Relationship building

Financial markets

Formation

Bachelor’s degree (preferred)

CFP certification (preferred)

Description du poste

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

You will build a robust book of business and provide tailored investment solutions while leveraging leadership and client relationship skills. The role emphasizes integrity, strong market knowledge, and educating clients on digital tools to monitor and manage investments.