Wealth Relationship Advisor (Private Client)

JPMorgan Chase & Co.; Florida; Presencial; USD 85.000 - 130.000; Jornada completa

Descripción de la vacante

J.P. Morgan Chase in Florida seeks a Private Client Advisor to provide comprehensive financial planning and investment advice to individuals and families, building trusted relationships and delivering personalized solutions.

You will serve clients across a broad wealth spectrum, leveraging a leading investment platform and digital tools to meet financial goals. You will work within Chase Wealth Management, collaborating with partners to deepen client relationships while maintaining the highest

Formación

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
• Demonstrated ability and commitment to goals-based planning and advice
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Responsabilidades

• 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

Conocimientos

Client acquisition

Relationship management

Goals-based planning

Series 7 license

Series 66 license (63/65)

Life/Health Insurance license

Educación

Bachelor's degree preferred

CFP certification preferred

Descripción del empleo

J.P. Morgan Chase in Florida seeks a Private Client Advisor to provide comprehensive financial planning and investment advice to individuals and families, building trusted relationships and delivering personalized solutions.

You will serve clients across a broad wealth spectrum, leveraging a leading investment platform and digital tools to meet financial goals. You will work within Chase Wealth Management, collaborating with partners to deepen client relationships while maintaining the highest