Remote Wealth Advisor - National Branch

JPMorganChase; Tempe (AZ); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorganChase in the United States seeks a Personal Advisor to grow our remote advice channel and serve a broad client base with tailored financial plans. You will meet clients via video or phone, craft personalized plans, and match clients with portfolios designed by the Chief Investment Officer.

This role is full-time and based in an office setting to support a comprehensive client book. Preferred candidates hold a Series 7 and Series 66 licenses, with a Bachelor's degree and CFP being

Qualifications

• Must hold a valid and active Series 7 license.
• Valid Series 66 license (63/65) or ability to obtain within 60 days.
• Licensed in all states.

Responsibilities

• Leverage investments, wealth planning, credit and banking concepts to help clients achieve goals.
• Convert high quality leads into new clients and maintain relationships.
• Use a solution-oriented mindset for optimal outcomes for all clients.
• Ensure proposed solutions meet clients' short, medium and long-term needs via holistic planning.
• Demonstrates strong organizational skills and a disciplined daily approach.
• Educate clients on digital products to monitor and achieve goals.

Skills

Series 7 license

Series 66 license (63/65)

Education

Bachelor's degree

CFP

Job description

JPMorganChase in the United States seeks a Personal Advisor to grow our remote advice channel and serve a broad client base with tailored financial plans. You will meet clients via video or phone, craft personalized plans, and match clients with portfolios designed by the Chief Investment Officer.

This role is full-time and based in an office setting to support a comprehensive client book. Preferred candidates hold a Series 7 and Series 66 licenses, with a Bachelor's degree and CFP being