Wealth Planner & Client Relationships Lead

Aumni; Buena Park (CA); Presencial; USD 90 000 - 140 000; Tempo integral

Resumo da oferta

JPMorgan Chase in Chase Wealth Management seeks a Private Client Advisor to offer comprehensive financial planning and advice to individuals and families, building lasting client relationships and delivering personalized investment solutions.

Requires at least 2 years in a financial advisor role, active Series 7 and Series 66, and Life/Health/LTC licenses (or obtainable within 60 days). CFP preferred; Bachelor's degree preferred.

Qualificações

• At least 2 years in a Financial Advisor role or equivalent.
• Active Series 7 and Series 66 (63/65) license required or obtained within 60 days.
• Active Life, Health and Long Term Care Insurance license required or obtained within 60 days.
• Demonstrated ability to acquire and retain clients; solid relationship-building.
• Demonstrated commitment to goals-based planning and advice.
• Bachelor’s degree preferred; CFP certification preferred.

Responsabilidades

• Build a book of business and deliver personalized investment solutions via relationship-building.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Embrace digital tools to help clients monitor and manage investments.
• Uphold integrity and fiduciary standards in all client interactions.
• Collaborate with partners to deepen client relationships.
• Educate clients on technology and channels for account access.

Conhecimentos

Client acquisition

Relationship management

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC license

Financial markets understanding

Digital tools adoption

Formação académica

Bachelor's degree

CFP certification preferred

Descrição da oferta de emprego

JPMorgan Chase in Chase Wealth Management seeks a Private Client Advisor to offer comprehensive financial planning and advice to individuals and families, building lasting client relationships and delivering personalized investment solutions.

Requires at least 2 years in a financial advisor role, active Series 7 and Series 66, and Life/Health/LTC licenses (or obtainable within 60 days). CFP preferred; Bachelor's degree preferred.