Wealth Advisor: Client Relationships & Digital Solutions

JPMorgan Chase & Co.; United States; Presencial; USD 70.000 - 120.000; Jornada completa

Descripción de la vacante

JPMorgan Chase & Co. is seeking a client-focused banker with strong relationship skills to engage clients, offer investment solutions, and deliver personalized service across digital channels. You will help clients monitor and manage investments, while upholding the One Chase Approach.

Qualifications include at least 1 year in a banker role, Series 7/66 licenses, and Life/Health insurance licensing within 90 days. A bachelor’s degree is preferred, with benefits and licensing support available.

Formación

• At least 1 year in a Banker role or equivalent experience in financial services.
• Demonstrated success in new client acquisition, cultivating and maintaining customer relationship.
• A valid and active Series 7 license must be obtained.
• A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 90 days.
• Bachelor’s degree preferred.

Responsabilidades

• Interact with clients to offer investment solutions that meet financial needs.
• Represent the brand and provide extraordinary customer service while promoting diversity and inclusion.
• Build a book of business through disciplined practice management and relationship-building.

Conocimientos

Client relationship

New client acquisition

Understanding of financial markets

Educación

Series 7 license

Series 66 license

Life and Health Insurance license

Bachelor’s degree

Descripción del empleo

JPMorgan Chase & Co. is seeking a client-focused banker with strong relationship skills to engage clients, offer investment solutions, and deliver personalized service across digital channels. You will help clients monitor and manage investments, while upholding the One Chase Approach.

Qualifications include at least 1 year in a banker role, Series 7/66 licenses, and Life/Health insurance licensing within 90 days. A bachelor’s degree is preferred, with benefits and licensing support available.