Wealth Advisor: Personal Investment & Planning

Testing Site - JPMC; San Jose (CA); Vor Ort; USD 90.000 - 150.000; Vollzeit

Zusammenfassung

JPMorgan Chase seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions for individuals and families. You will build enduring client relationships, leveraging digital tools and partner referrals to deepen client engagement while maintaining the highest standards of integrity.

The role emphasizes investment guidance, financial coaching, and proactive education of clients on technology and channels to monitor and

Qualifikationen

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

Aufgaben

• Build a book of business and deliver personalized investment solutions to clients.
• Focus on relationship management over portfolio management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Uphold unwavering integrity and act in the best interests of clients.
• Educate clients on technology and channels to monitor, maintain, and handle 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 how/where they want.

Kenntnisse

Client acquisition

Relationship building

Goal-based planning

Financial markets understanding

Integrity

Digital channel education

Ausbildung

CFP certification (preferred)

Bachelor’s degree preferred

Tools

Series 7 license

Series 66 license (63/65)

Life/Health/Long-Term Care license

Jobbeschreibung

JPMorgan Chase seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions for individuals and families. You will build enduring client relationships, leveraging digital tools and partner referrals to deepen client engagement while maintaining the highest standards of integrity.

The role emphasizes investment guidance, financial coaching, and proactive education of clients on technology and channels to monitor and