Wealth Advisor: Private Client Planning & Growth

Testing Site - JPMC; Town of Germantown (WI); Sur place; USD 90 000 - 150 000; Plein temps

Résumé du poste

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families. You will build lasting relationships, provide advised solutions, and collaborate with partners to deepen client engagement.

The role emphasizes goals-based planning, market knowledge, and a client-centric approach while utilizing digital channels to enhance the investor experience.

Qualifications

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

Responsabilités

• 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.
• Educate clients on the technology and channels available to 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.

Connaissances

Financial advisory experience

Client acquisition & relationships

Goals-based planning & advice

Financial market understanding

Digital channel adoption

Formation

Bachelor's degree

CFP certification preferred

Outils

Series 7

Series 66

Life, Health & LTC license

Description du poste

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families. You will build lasting relationships, provide advised solutions, and collaborate with partners to deepen client engagement.

The role emphasizes goals-based planning, market knowledge, and a client-centric approach while utilizing digital channels to enhance the investor experience.