Wealth Management: Private Client Advisor

JPMorgan Chase & Co.; Dover (DE); In loco; USD 100.000 - 180.000; Tempo pieno

Vantaggi offerti da questo lavoro

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Descrizione del lavoro

A leading financial services firm located in Delaware seeks a Private Client Advisor responsible for providing comprehensive financial planning and advice to clients. The role requires at least 2 years of experience in a Financial Advisor position, demonstrating success in client acquisition. Candidates must have or be willing to obtain essential financial licenses. This position offers a full-time schedule with a focus on client relationships and financial coaching.

Competenze

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.

Mansioni

• Build a book of business delivering personalized investment solutions.
• Educate clients on digital banking and investments.
• Support teammates and contribute to the bank's goals.

Conoscenze

Client acquisition

Relationship management

Financial coaching

Integrity

Technology education

Formazione

Series 7 license

Series 66 license (63/65)

Life, Health and Long Term Care Insurance license

Certified Financial Planning (CFP®)

Descrizione del lavoro

A leading financial services firm located in Delaware seeks a Private Client Advisor responsible for providing comprehensive financial planning and advice to clients. The role requires at least 2 years of experience in a Financial Advisor position, demonstrating success in client acquisition. Candidates must have or be willing to obtain essential financial licenses. This position offers a full-time schedule with a focus on client relationships and financial coaching.