Wealth Advisor — Holistic Financial Planning & Relationships

Testing Site - JPMC; Salt Lake City (UT); Vor Ort; USD 90.000 - 150.000; Vollzeit

Zusammenfassung

J.P. Morgan Chase in Salt Lake City seeks a Private Client Advisor to deliver comprehensive financial planning and tailored investment solutions for individuals and families.

You will build and manage a book of business, collaborate with partners, and guide clients through digital tools to monitor and adjust their portfolios, while upholding the highest ethical standards and client-focused service. The role demands strong client-relations skills, licensing, and ongoing professional development

Qualifikationen

• 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.
• Active Series 7 license.
• Active Series 66 license (63/65) or must be obtained within 60 days of starting.
• Active Life, Health and Long-Term Care Insurance license or must be obtained within 60 days of starting.

Aufgaben

• 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

Kenntnisse

Relationship-building

Client acquisition

Goals-based planning

Financial knowledge

Series 7 license

Series 66 license

Life, Health & LTC license

Ausbildung

Bachelor's degree

Jobbeschreibung

J.P. Morgan Chase in Salt Lake City seeks a Private Client Advisor to deliver comprehensive financial planning and tailored investment solutions for individuals and families.

You will build and manage a book of business, collaborate with partners, and guide clients through digital tools to monitor and adjust their portfolios, while upholding the highest ethical standards and client-focused service. The role demands strong client-relations skills, licensing, and ongoing professional development