Strategic Private Client Wealth Advisor

JPMorganChase; Kingman (AZ); Sur place; USD 90 000 - 130 000; Plein temps

Avantages offerts par ce poste

Competitive salary

Commission-based pay

Health care coverage

Retirement savings

Résumé du poste

A leading financial services firm in Kingman, AZ is hiring a Private Client Advisor. This role focuses on providing comprehensive financial planning and advice to clients. The ideal candidate should have at least 2 years of experience as a Financial Advisor, strong client relationship skills, and will be required to obtain certain licenses within a specified time frame. Competitive compensation and comprehensive benefits offered.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent.
• Demonstrated success in client acquisition and relationship cultivation.
• Commitment to goals-based planning and advice.

Responsabilités

• Champion and support teammates' success and diversity goals.
• Build a book of business and deliver personalized investment solutions.
• Provide holistic financial coaching beyond investments.

Connaissances

Financial Advisory Skills

Client Relationship Management

Goal-Oriented Planning

Integrity

Formation

Bachelor’s degree

Outils

Series 7 License

Series 66 License

Life and Health Insurance License

Description du poste

A leading financial services firm in Kingman, AZ is hiring a Private Client Advisor. This role focuses on providing comprehensive financial planning and advice to clients. The ideal candidate should have at least 2 years of experience as a Financial Advisor, strong client relationship skills, and will be required to obtain certain licenses within a specified time frame. Competitive compensation and comprehensive benefits offered.