Wealth Advisor - Private Client Planning & Relationships

Aumni; San Jose (CA); In loco; USD 120.000 - 150.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health care coverage

Retirement savings plan

Tuition reimbursement

On-site health center

Descrizione del lavoro

JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families in a client-centric, high-service environment.

You will build long-term relationships, leverage leadership and partnerships, and provide advisory solutions across a broad range of wealth needs while embracing digital channels and a holistic approach to financial coaching.

Competenze

• 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.

Mansioni

• 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.

Conoscenze

Client acquisition

Relationship management

Goals-based planning

Financial planning

Partner collaboration

Formazione

Bachelor's degree preferred

CFP certification preferred

Descrizione del lavoro

JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families in a client-centric, high-service environment.

You will build long-term relationships, leverage leadership and partnerships, and provide advisory solutions across a broad range of wealth needs while embracing digital channels and a holistic approach to financial coaching.