Wealth Advisor: Client Growth & Solutions

JPMorganChase; Murrells Inlet (SC); On-site; USD 80,000 - 120,000; Full time

Job summary

JPMorgan Chase seeks a Financial Advisor to develop trusted client relationships and deliver personalized investment solutions, leveraging leadership and a broad product platform. You will engage clients using a client-centric approach, guided by integrity and sound financial judgment.

You will build a book of business, educate clients on digital channels, and collaborate with partners to meet financial goals while upholding the firm's standards and commitment to diversity.

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 or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to help clients monitor and manage their investments.

Skills

Relationship building

Client acquisition

Financial markets knowledge

Communication

Education

Bachelor's degree

Tools

Series 7 license

Series 66 license

Life/Health/LTC license

Job description

JPMorgan Chase seeks a Financial Advisor to develop trusted client relationships and deliver personalized investment solutions, leveraging leadership and a broad product platform. You will engage clients using a client-centric approach, guided by integrity and sound financial judgment.

You will build a book of business, educate clients on digital channels, and collaborate with partners to meet financial goals while upholding the firm's standards and commitment to diversity.