Wealth Advisor: Holistic Planning & Digital Solutions

Aumni; Montgomery (AL); On-site; USD 70,000 - 110,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families. You will help clients progress from saving to wealth building, offering advised solutions and referrals to deepen relationships.

In this role you will build trust, manage client relationships, and stay informed on markets while embracing digital tools to empower clients to monitor and manage their investments.

Qualifications

• 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.

Responsibilities

• 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 the firm's 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 the firm's 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

Skills

Client acquisition

Relationship management

Goals-based planning

Series 7

Series 66

Life/Health/ LTC license

Education

Bachelor's degree preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families. You will help clients progress from saving to wealth building, offering advised solutions and referrals to deepen relationships.

In this role you will build trust, manage client relationships, and stay informed on markets while embracing digital tools to empower clients to monitor and manage their investments.