Private Client Advisor
Posted 1 month ago Expired
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Upload Your ResumeAbout This Role
As a Private Client Advisor at J.P. Morgan Wealth Management, you will provide comprehensive financial planning and advice to individuals and families, helping them achieve their financial needs through investment solutions and referrals to deepen client relationships.
Responsibilities
- Champion and support teammates’ success and bank goals, fostering a diversity culture
- Build a book of business and deliver personalized investment solutions through relationship management
- Demonstrate deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity by always doing right by clients
- Educate clients on technology and channels for monitoring and maintaining investments
- Provide a holistic view of clients’ needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident
Requirements
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated 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 license
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting
Qualifications
- Bachelor’s degree preferred
- At least 2 years in a Financial Advisor role or equivalent financial services experience
Nice to Have
- Certified Financial Planning (CFP®) certification
Benefits
About JPMorganChase
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We...