Relationship-Driven Private Wealth Advisor

TwinThread; United States; On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

Join J.P. Morgan Chase as a Private Client Advisor in Wealth Management. You will provide comprehensive financial planning and deliver personalized investment solutions to a diverse client base, from beginners to high net-worth individuals.

With at least 2 years of financial advisory experience, you will foster client relationships while ensuring compliance with required licenses. The position includes competitive rewards and benefits tailored to employee needs.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and cultivating client relationships.
• Valid and active licenses (Series 7, Series 66, Life and Health Insurance) required.

Responsibilities

• Provide personalized investment solutions to clients.
• Build and maintain a book of business.
• Educate clients on available technology for monitoring investments.

Skills

Client acquisition

Relationship management

Financial advisory

Digital confidence

Bilingual Chinese Mandarin/Cantonese

Education

Bachelor’s degree

Certified Financial Planner (CFP)

Tools

Series 7 License

Series 66 License

Life, Health and Long Term Care Insurance License

Job description

Join J.P. Morgan Chase as a Private Client Advisor in Wealth Management. You will provide comprehensive financial planning and deliver personalized investment solutions to a diverse client base, from beginners to high net-worth individuals.

With at least 2 years of financial advisory experience, you will foster client relationships while ensuring compliance with required licenses. The position includes competitive rewards and benefits tailored to employee needs.