Wealth Advisor for Private Clients

JPMorgan Chase; Kenosha (WI); In loco; USD 90.000 - 130.000; Tempo pieno

Descrizione del lavoro

JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management at our Kenosha, WI location. You will deliver comprehensive financial planning and investment advice to individuals and families, building relationships and offering solutions through our broad platform.

You will work to deepen client relationships via personalized investment guidance, partner referrals, and education on digital tools, while maintaining the highest standards of integrity and service.

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 the firm’s clients by relying on leadership and relationship-building skills.
• 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 the firm’s 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

Financial advisor experience

Client relationship building

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC license

Formazione

Bachelor's degree preferred

Descrizione del lavoro

JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management at our Kenosha, WI location. You will deliver comprehensive financial planning and investment advice to individuals and families, building relationships and offering solutions through our broad platform.

You will work to deepen client relationships via personalized investment guidance, partner referrals, and education on digital tools, while maintaining the highest standards of integrity and service.