Wealth Client Advisor — Digital Planning & Guidance

JP Morgan Chase; Torrance (CA); Sur place; USD 90 000 - 130 000; 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 advice to individuals and families.

You will leverage leadership and relationships to connect clients with tailored investment solutions and Chase referrals, while supporting a strong, inclusive client experience. You will help clients monitor and adapt their strategies using digital tools and a holistic view of needs beyond investments, while upholding high

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.

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 the firm's by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• 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 the firm's 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

Client acquisition

Relationship management

Goals-based planning

Financial services experience

Formation

Bachelor’s degree preferred

Description du poste

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

You will leverage leadership and relationships to connect clients with tailored investment solutions and Chase referrals, while supporting a strong, inclusive client experience. You will help clients monitor and adapt their strategies using digital tools and a holistic view of needs beyond investments, while upholding high