Private Wealth Advisor - Holistic Planning & Relationships

Aumni; Schererville (IN); Sur place; USD 85 000 - 125 000; Plein temps

Résumé du poste

J.P. Morgan Chase in the United States is seeking a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families, from those starting to save to those with significant wealth.

You will be a trusted partner, collaborating with Chase referrals to deepen client relationships. You will grow a book of business, provide personalized investment solutions, and educate clients on digital channels to monitor and manage their

Qualifications

• Minimum 2 years as a Financial Advisor or equivalent
• Proven success in acquiring and maintaining clients
• Ability to deliver goals-based financial planning
• Active Series 7 license required
• Active Series 66 license or must be obtained within 60 days
• Active Life/Health/Long Term Care license required or obtained within 60 days
• CFP certification is preferred
• Bachelor's degree preferred

Responsabilités

• Build a book of business and deliver tailored investment solutions
• Provide comprehensive financial planning and advice to individuals and families
• Foster strong client relationships and collaborate with partners
• Demonstrate understanding of financial markets and sound judgement
• Act with integrity and fiduciary responsibility
• Educate clients on digital tools and investment channels
• Support Chase Wealth Management client experience

Connaissances

Financial advisory experience

Client acquisition

Relationship management

Goals-based planning

Series 7 license

Series 66 license

Life/Health/Long Term Care license

CFP certification (preferred)

Formation

Bachelor's degree

Description du poste

J.P. Morgan Chase in the United States is seeking a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families, from those starting to save to those with significant wealth.

You will be a trusted partner, collaborating with Chase referrals to deepen client relationships. You will grow a book of business, provide personalized investment solutions, and educate clients on digital channels to monitor and manage their