Wealth Advisor: Digital-first, Relationship-Driven

Testing Site - JPMC; San Jose (CA); In loco; USD 120.000 - 180.000; Tempo pieno

Descrizione del lavoro

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advisory services to individuals and families.

You'll build a book of business, deliver personalized investment solutions, and leverage digital tools to help clients monitor and manage their investments. The role requires active securities licenses and insurance credentials, with a strong emphasis on integrity and client relationships.

Competenze

• 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.
• 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

Mansioni

• 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 your 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 better monitor, maintain, and handle their investments
• Provide a holistic view of 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

Conoscenze

Client acquisition

Relationship management

Partnership collaboration

Goals-based planning

Formazione

Bachelor’s degree preferred

CFP certification preferred

Descrizione del lavoro

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advisory services to individuals and families.

You'll build a book of business, deliver personalized investment solutions, and leverage digital tools to help clients monitor and manage their investments. The role requires active securities licenses and insurance credentials, with a strong emphasis on integrity and client relationships.