Wealth Advisor: Personal Finance & Digital Investing

JPMorgan Chase & Co.; Edwardsville (IL); In loco; USD 90.000 - 140.000; Tempo pieno

Descrizione del lavoro

JPMorgan Chase & Co. in Illinois seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment guidance for individuals and families.

You will build relationships, drive goals-based planning, and collaborate with bank partners to provide exceptional investor experiences. The role emphasizes client acquisition, integrity, and educating clients on digital tools for monitoring and managing investments.

Competenze

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• A valid and active Series 7 license is required.
• A valid and active Series 66 license is required or must be obtained within 60 days of starting.
• A valid Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting.

Mansioni

• Build a book of business and deliver personalized investment solutions to clients.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound business judgement.
• Educate clients on technology and channels to monitor investments.
• Collaborate with Chase partners to deepen client relationships.
• Maintain integrity and focus on doing right by clients.
• Support teammates and bank goals while fostering diversity.

Conoscenze

Relationship-building

Client acquisition

Goals-based planning

Financial advisory

Series 7 licensing

Series 66 licensing

Life, Health & LTC license

Formazione

Bachelor's degree preferred

CFP certification preferred

Descrizione del lavoro

JPMorgan Chase & Co. in Illinois seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment guidance for individuals and families.

You will build relationships, drive goals-based planning, and collaborate with bank partners to provide exceptional investor experiences. The role emphasizes client acquisition, integrity, and educating clients on digital tools for monitoring and managing investments.