Wealth Advisor: Holistic Planning & Client Growth

Testing Site - JPMC; Oak Lawn (IL); Vor Ort; USD 95.000 - 125.000; Vollzeit

Zusammenfassung

J.P. Morgan Chase's Chase Wealth Management is seeking a Private Client Advisor to deliver comprehensive financial planning and tailored investment advice to individuals and families. You will build trusted relationships and provide coordinated solutions through client-centric advice and referrals.

You will leverage knowledge of markets and digital channels to empower clients to monitor and manage their investments, while upholding the firm’s standards of integrity and service excellence.

Qualifikationen

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship-building with partners.
• Commitment to goals-based planning and advice.
• Licensed to provide relevant financial products as specified (Series 7, Series 66, Life/Health/LTC).
• Ability to guide clients through investment solutions with integrity.

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 clients with a focus on relationship management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit integrity and do right by clients in every opportunity
• Educate clients on technology and channels to monitor, maintain, and manage 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

Kenntnisse

Client acquisition

Relationship management

Goals-based planning

Financial advisory

Communication

Sales

Ausbildung

Series 7

Series 66 (63/65)

Life, Health and LTC Insurance license

CFP certification preferred

Bachelor’s degree preferred

Jobbeschreibung

J.P. Morgan Chase's Chase Wealth Management is seeking a Private Client Advisor to deliver comprehensive financial planning and tailored investment advice to individuals and families. You will build trusted relationships and provide coordinated solutions through client-centric advice and referrals.

You will leverage knowledge of markets and digital channels to empower clients to monitor and manage their investments, while upholding the firm’s standards of integrity and service excellence.