Wealth & Relationship Advisor with Digital Tools

Testing Site - JPMC; Sinking Spring (Berks County); Presencial; USD 90.000 - 150.000; Jornada completa

Descripción de la vacante

J.P. Morgan Chase in Chase Wealth Management seeks a Private Client Advisor to deliver comprehensive financial planning for individuals and families. You will build relationships, provide advised investment solutions, and leverage Chase referrals to deepen client relationships.

You will apply knowledge of financial markets, maintain high integrity, and educate clients on digital tools to monitor and manage investments, across a broad client base.

Formación

• At least 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.
• Committed to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 (63/65) license or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license or must be obtained within 60 days.

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 clients with leadership and relationship-building skills, focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that guides clients’ interests.
• 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 and bank when, where, and how they want.

Conocimientos

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Integrity and ethics

Educación

Bachelor's degree (preferred)

Herramientas

Series 7 license

Series 66 license

Life, Health and LTC license

Descripción del empleo

J.P. Morgan Chase in Chase Wealth Management seeks a Private Client Advisor to deliver comprehensive financial planning for individuals and families. You will build relationships, provide advised investment solutions, and leverage Chase referrals to deepen client relationships.

You will apply knowledge of financial markets, maintain high integrity, and educate clients on digital tools to monitor and manage investments, across a broad client base.