Wealth Advisor for Private Clients & Digital Investing

JPMorgan Chase & Co.; Dearborn Heights (MI); Presencial; USD 90.000 - 150.000; Jornada completa

Descripción de la vacante

J.P. Morgan Chase in the United States is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families, building lasting relationships and delivering a superior investor experience through advised solutions.

The role emphasizes helping clients monitor, maintain, and grow their investments with modern digital tools, while collaborating with partners to deepen client engagement and drive growth.

Formación

• 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.

Responsabilidades

• 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.
• 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

Conocimientos

Financial planning

Client relationships

Relationship-building

Sales

Financial advisory

Educación

Bachelor's degree

CFP

Descripción del empleo

J.P. Morgan Chase in the United States is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families, building lasting relationships and delivering a superior investor experience through advised solutions.

The role emphasizes helping clients monitor, maintain, and grow their investments with modern digital tools, while collaborating with partners to deepen client engagement and drive growth.