Private Client Advisor
Posted 2 months ago Expired
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Upload Your ResumeAbout This Role
As a Private Client Advisor at J.P. Morgan Chase, you will provide comprehensive financial planning and advice to individuals and families, building a book of business and delivering personalized investment solutions. You will champion client relationships and educate them on digital innovations to manage their investments.
Responsibilities
- Champion and support 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
- 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
- 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 (or obtained within 60 days)
- A valid and active Life, Health and Long Term Care Insurance license (or obtained 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
- Bachelor’s degree
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...