Wealth Advisor: Private Clients, Holistic Planning

Testing Site - JPMC; Washington (District of Columbia); Presencial; USD 85 000 - 140 000; Tempo integral

Resumo da oferta

J.P. Morgan Chase's Chase Wealth Management is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families.

You will help clients build relationships, offer advised solutions, and collaborate with partners to deepen client engagement. In this role you will demonstrate understanding of financial markets, integrity, and a passion for educating clients on digital channels and tools to monitor and manage investments.

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

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 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

Conhecimentos

Client relationships

Goals-based planning

Financial markets understanding

Integrity

Relationship management

Formação académica

Bachelor’s degree

Ferramentas

Series 7

Series 66

Life/Health/Long Term Care license

Descrição da oferta de emprego

J.P. Morgan Chase's Chase Wealth Management is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families.

You will help clients build relationships, offer advised solutions, and collaborate with partners to deepen client engagement. In this role you will demonstrate understanding of financial markets, integrity, and a passion for educating clients on digital channels and tools to monitor and manage investments.