Private Wealth Advisor - Holistic Planning & Digital Tools

Testing Site - JPMC; Florida; Sur place; USD 70 000 - 120 000; Plein temps

Résumé du poste

J.P. Morgan Chase in Florida seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and advice to individuals and families.

You will build lifelong client relationships and provide advised solutions and partner referrals to deepen client engagement. You will rely on leadership and relationship-building skills to grow a book of business, while demonstrating insight into financial markets and sound judgement.

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.
• A valid and active Series 66 (63/65) license required or must be obtained within 60 days of starting.
• A valid and active Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting.

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 with relationship management focus.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage 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.

Connaissances

Relationship-building

Client acquisition

Financial markets knowledge

Integrity and ethics

Communication

Formation

Bachelor's degree preferred

CFP certification preferred

Outils

Series 7

Series 66 (63/65)

Life, Health and LTC license

Description du poste

J.P. Morgan Chase in Florida seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and advice to individuals and families.

You will build lifelong client relationships and provide advised solutions and partner referrals to deepen client engagement. You will rely on leadership and relationship-building skills to grow a book of business, while demonstrating insight into financial markets and sound judgement.