Wealth Advisor for Private Clients — Holistic Planning

Aumni; Boise (ID); Presencial; USD 90.000 - 140.000; Tempo integral

Benefícios oferecidos por esta vaga

Competitive total rewards package

Health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Resumo da vaga

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. You will build trusted relationships, deliver personalized investment solutions, and refer Chase partners to deepen client service.

The role emphasizes goals-based planning, integrity, and educating clients on digital tools to monitor and manage investments, with a broad suite of wealth management services available.

Qualificações

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 license.
• Active Series 66 (63/65) license or must be obtained within 60 days of starting in role.
• Active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in role.

Responsabilidades

• Champion and support teammates' success and the goals of the bank, promoting diversity.
• Build a book of business and deliver personalized investment solutions through leadership and relationship-building, focusing on relationships.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Exhibit integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor, maintain, and handle investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients be digitally confident and bank when, where, and how they want.

Conhecimentos

Client acquisition

Relationship-building

Financial markets knowledge

Series 7 license

Series 66 license

Life/Health/Long Term Care license

Formação

Bachelor's degree

CFP certification

Descrição da vaga

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. You will build trusted relationships, deliver personalized investment solutions, and refer Chase partners to deepen client service.

The role emphasizes goals-based planning, integrity, and educating clients on digital tools to monitor and manage investments, with a broad suite of wealth management services available.