Wealth Advisor: Personal Financial Planning & Digital Tools

JPMorgan Chase & Co.; San Jose (CA); Sur place; USD 90 000 - 140 000; Plein temps

Résumé du poste

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management in San Jose, CA.

You will offer comprehensive financial planning and advice to individuals and families, building a book of business and delivering personalized investment solutions while emphasizing relationship management over portfolio management. You will guide clients through financial markets with sound judgement, uphold ethical standards, and educate clients on digital tools to monitor and manage their

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
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Responsabilités

• 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. This will be done with a consistent focus on relationship management, not portfolio management
• 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

Connaissances

Client acquisition

Relationship building

Goals-based planning

Financial planning

Investments

Communication

Formation

Bachelor's degree preferred

Description du poste

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management in San Jose, CA.

You will offer comprehensive financial planning and advice to individuals and families, building a book of business and delivering personalized investment solutions while emphasizing relationship management over portfolio management. You will guide clients through financial markets with sound judgement, uphold ethical standards, and educate clients on digital tools to monitor and manage their