Wealth Advisor - Private Client, Holistic Planning

Testing Site - JPMC; Prosper (TX); Vor Ort; USD 90.000 - 140.000; Vollzeit

Zusammenfassung

J.P. Morgan Chase in the United States is seeking a Private Client Advisor within Chase Wealth Management who will deliver comprehensive financial planning and tailored investment solutions to individuals and families.

You will represent the brand and provide an exceptional investor experience through trusted guidance and Chase referrals. You will build relationships, grow a book of business, and collaborate with partners to deliver goals-based planning.

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.
• Active Series 7 license is required.
• Active Series 66 (63/65) license is required or must be obtained within 60 days of starting.
• Active Life, Health and Long-Term Care Insurance license is required or must be obtained within 60 days of starting.

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 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 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

Kenntnisse

Series 7

Series 66

Life/Health/LTC license

Client acquisition

Ausbildung

Bachelor’s degree preferred

Jobbeschreibung

J.P. Morgan Chase in the United States is seeking a Private Client Advisor within Chase Wealth Management who will deliver comprehensive financial planning and tailored investment solutions to individuals and families.

You will represent the brand and provide an exceptional investor experience through trusted guidance and Chase referrals. You will build relationships, grow a book of business, and collaborate with partners to deliver goals-based planning.