Wealth Planner for Private Clients (Mandarin Speaker)

Aumni; Las Vegas (NV); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Competitive compensation

Benefits package

Job summary

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

You will build trusted relationships and offer advised solutions across a broad range of financial needs, with a focus on exceptional investor experience. You will leverage leadership and partnerships to grow your book of business, while maintaining a strong emphasis on integrity, compliance, and client education across

Qualifications

• 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.
• A valid and active Series 7 license.
• A valid and active Series 66 license or must be obtained within 60 days of starting.
• A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting.
• Bilingual in English and Mandarin.

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, focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor, maintain, and handle investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident.

Skills

Financial advisor

Client relationships

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC license

Bilingual English Mandarin

Education

Bachelor's degree

Job description

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

You will build trusted relationships and offer advised solutions across a broad range of financial needs, with a focus on exceptional investor experience. You will leverage leadership and partnerships to grow your book of business, while maintaining a strong emphasis on integrity, compliance, and client education across