Senior Wealth & Financial Planning Advisor

Aumni; Huntington Beach (CA); Presencial; USD 90.000 - 160.000; Jornada completa

Descripción de la vacante

J.P. Morgan Chase in the United States is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and personalized investment guidance to individuals and families.

You will build client relationships, showcase investment solutions, and collaborate with partners to deepen client engagement while upholding the firm’s commitment to integrity and regulatory compliance.

Formación

• 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 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.

Responsabilidades

• 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 clients 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 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

Conocimientos

Client acquisition

Relationship-building

Financial planning

Regulatory compliance

Market knowledge

Educación

Bachelor’s degree

Descripción del empleo

J.P. Morgan Chase in the United States is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and personalized investment guidance to individuals and families.

You will build client relationships, showcase investment solutions, and collaborate with partners to deepen client engagement while upholding the firm’s commitment to integrity and regulatory compliance.