Wealth Advisor: Holistic Planning & Digital Solutions

Testing Site - JPMC; Bloomfield Hills (MI); Presencial; USD 90 000 - 140 000; Tempo integral

Resumo da oferta

J.P. Morgan Chase’s Chase Wealth Management is seeking a Private Client Advisor to offer comprehensive financial planning and advice to individuals and families.

You will help clients grow and protect wealth by delivering personalized investment solutions and leveraging Chase partner referrals to deepen relationships. You will build a book of business, demonstrate market understanding, and promote digital channels so clients can monitor investments anytime, anywhere.

Qualificações

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

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

Conhecimentos

Client acquisition

Relationship management

Goals-based planning

Financial advisory

Formação académica

Bachelor's degree preferred

CFP certification preferred

Descrição da oferta de emprego

J.P. Morgan Chase’s Chase Wealth Management is seeking a Private Client Advisor to offer comprehensive financial planning and advice to individuals and families.

You will help clients grow and protect wealth by delivering personalized investment solutions and leveraging Chase partner referrals to deepen relationships. You will build a book of business, demonstrate market understanding, and promote digital channels so clients can monitor investments anytime, anywhere.