Private Wealth Advisor: Holistic Planning & Growth

JPMorgan Chase & Co.; Greenville (NY); Sur place; USD 90 000 - 150 000; Plein temps

Résumé du poste

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families.

You will build trusted relationships and offer advised solutions that align with clients' goals, leveraging digital tools to enhance the client experience. Responsibilities include growing a book of business, delivering personalized investment solutions, and collaborating with partners to deepen

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.
• 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.

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 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

Connaissances

Client acquisition

Relationship management

Goals-based planning

Financial market understanding

Integrity and fiduciary responsibility

Digital channel education

Formation

Bachelor’s degree

CFP certification (preferred)

Series 7 license

Series 66 license (63/65)

Life, Health and Long-Term Care license

Description du poste

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families.

You will build trusted relationships and offer advised solutions that align with clients' goals, leveraging digital tools to enhance the client experience. Responsibilities include growing a book of business, delivering personalized investment solutions, and collaborating with partners to deepen