Private Client Advisor
Posted 1 month ago Expired
This job has expired
Looking for a job like Private Client Advisor in or near Sun City, AZ? Upload your resume and we'll notify you when similar positions become available.
Upload Your ResumeAbout This Role
As a Private Client Advisor at J.P. Morgan Wealth Management, you will provide comprehensive financial planning and investment solutions to individuals and families, building client relationships and supporting their financial goals.
Responsibilities
- Champion and support teammates’ success and bank goals, fostering diversity
- Build a book of business and deliver personalized investment solutions to clients
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity by doing right by clients
- Educate clients on technology and channels for managing investments
- Provide a holistic view of clients’ needs and financial coaching
- Embrace digital innovations to help clients become more digitally confident
Requirements
- 2+ years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships
- Demonstrated ability and commitment to goals-based planning and advice
- Valid and active Series 7 license
- Valid and active Series 66 (63/65) license or obtain within 60 days
- Valid and active Life, Health and Long Term Care Insurance license or obtain within 60 days
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
Certifications
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...