Strategic Private Wealth Advisor

Testing Site - JPMC; Fort Wayne (IN); Sur place; USD 90 000 - 130 000; Plein temps

Résumé du poste

JPMorgan Chase in the United States seeks a Private Client Advisor for Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families. You will build lifelong client relationships by delivering tailored investment solutions and partnering with referrals to deepen client engagement.

The role emphasizes guidance on risk, markets, and technology-enabled tools to monitor and manage investments, with a strong commitment to integrity and client

Qualifications

• 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 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 required or must be obtained within 60 days of starting in the role as a condition of employment.

Responsabilités

• 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 clients focusing on relationship management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit integrity that guides actions toward doing right by clients
• Educate clients on technology and channels to monitor, maintain, and handle investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients bank more digitally and conveniently

Connaissances

Client acquisition

Relationship building

Goals-based planning

Series 7 lic.

Series 66 lic.

Life/Health/LTC license

Description du poste

JPMorgan Chase in the United States seeks a Private Client Advisor for Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families. You will build lifelong client relationships by delivering tailored investment solutions and partnering with referrals to deepen client engagement.

The role emphasizes guidance on risk, markets, and technology-enabled tools to monitor and manage investments, with a strong commitment to integrity and client