Wealth Advisor: Private Client & Holistic Planning

Testing Site - JPMC; Arlington (TX); Sur place; USD 90 000 - 120 000; Plein temps

Résumé du poste

J.P. Morgan Chase in the United States seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and personalized investment guidance for individuals and families.

You will build a book of business, collaborate with partners, and use digital tools to help clients monitor and manage their investments while upholding the highest standards of integrity. Requires at least 2 years as a Financial Advisor, active Series 7 and Series 66, Life/Health/LTC

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and relationship management.
• Commitment to goals-based planning and advice.

Responsabilités

• Build a book of business and deliver personalized investment solutions.
• Explain financial concepts and monitor client investments.
• Partner referrals to deepen client relationships and provide holistic financial coaching.
• Uphold integrity and client-focused service in all interactions.

Connaissances

Client relationships

Goals-based planning

Financial planning

Formation

Bachelor's degree

CFP certification (preferred)

Description du poste

J.P. Morgan Chase in the United States seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and personalized investment guidance for individuals and families.

You will build a book of business, collaborate with partners, and use digital tools to help clients monitor and manage their investments while upholding the highest standards of integrity. Requires at least 2 years as a Financial Advisor, active Series 7 and Series 66, Life/Health/LTC