Wealth Advisor: Personal Planning & Digital Guidance

Aumni; Pikesville (MD); Vor Ort; USD 90.000 - 150.000; Vollzeit

Benefits dieser Stelle

Health care coverage

Retirement savings plan

On-site health and wellness centers

Zusammenfassung

J.P. Morgan Chase in the United States is seeking a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and advisory services to individuals and families.

You will build client relationships, provide tailored investment solutions, and collaborate with Chase partners to deepen client engagements. The role emphasizes goals-based planning, integrity, and a commitment to helping clients monitor and manage their investments through digital tools 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
• 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

Aufgaben

• 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. 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 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

Kenntnisse

Financial advisor experience

Client acquisition

Relationship management

Series 7 license

Series 66 license

Life/Health/Long-Term Care license

Ausbildung

Bachelor’s degree preferred

CFP certification preferred

Jobbeschreibung

J.P. Morgan Chase in the United States is seeking a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and advisory services to individuals and families.

You will build client relationships, provide tailored investment solutions, and collaborate with Chase partners to deepen client engagements. The role emphasizes goals-based planning, integrity, and a commitment to helping clients monitor and manage their investments through digital tools and