Wealth Advisor Private Client | Holistic Financial Planning

Testing Site - JPMC; Grand Rapids (MI); Híbrido; USD 90.000 - 140.000; Jornada completa

Descripción de la vacante

J.P. Morgan Chase in Grand Rapids, MI is seeking a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families.

You will help build a client book and provide personalized investment solutions to meet financial goals with an emphasis on service and digital tools. This role requires a focus on relationship management, strong ethics, and the ability to educate clients on available technology and channels for monitoring their investments.

Formación

• 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.

Responsabilidades

• 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.
• 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 monitor 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

Conocimientos

Client acquisition

Relationship building

Goals-based planning

Integrity and ethics

Educación

Bachelor's degree preferred

Descripción del empleo

J.P. Morgan Chase in Grand Rapids, MI is seeking a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families.

You will help build a client book and provide personalized investment solutions to meet financial goals with an emphasis on service and digital tools. This role requires a focus on relationship management, strong ethics, and the ability to educate clients on available technology and channels for monitoring their investments.