Wealth Advisor: Private Clients & Planning

JPMorgan Chase Bank, N.A.

Flushing (MI)

On-site

USD 80,000 - 125,000

Full time

9 days ago

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Job summary

JPMorgan Chase Bank, N.A. in the United States seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions for individuals and families.

You will help clients monitor and adjust their strategies, use a wide range of products, and partner with specialists to meet evolving needs. This role emphasizes relationship building, integrity, and a dedication to client success, with opportunities to grow a book of business,

Qualifications

At least 2 years in a Financial Advisor role or equivalent financial services experience.
Demonstrated success in client acquisition and relationship management.
Active Series 7 and Series 66 licenses or must be obtained within 60 days of starting in the role as a condition of employment

Responsibilities

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