Wealth Advisor: Private Client Specialist

Testing Site - JPMC; Sacramento (CA); Presencial; USD 90 000 - 130 000; Tempo integral

Resumo da oferta

J.P. Morgan Chase in California seeks a Private Client Advisor to deliver comprehensive financial planning and investment advice for individuals and families.

You will build trusted client relationships and collaborate with Wealth Management partners to provide tailored solutions. The role requires Series 7 and Series 66 licenses (or to obtain within 60 days), Life/Health/LTC licenses, CFP preferred, and a bachelor’s degree.

Qualificações

• 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, Series 66 (63/65) license or to obtain within 60 days of starting.
• A valid Life, Health and Long Term Care Insurance license or to obtain within 60 days of starting.

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 with leadership and relationship-building skills
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit integrity that points toward doing right by clients
• Educate clients on technology and channels 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

Conhecimentos

Client acquisition

Relationship management

Goal-based planning

Regulatory knowledge

Communication skills

Formação académica

CFP certification

Bachelor's degree

Descrição da oferta de emprego

J.P. Morgan Chase in California seeks a Private Client Advisor to deliver comprehensive financial planning and investment advice for individuals and families.

You will build trusted client relationships and collaborate with Wealth Management partners to provide tailored solutions. The role requires Series 7 and Series 66 licenses (or to obtain within 60 days), Life/Health/LTC licenses, CFP preferred, and a bachelor’s degree.