J.P. Morgan Wealth Management

Job summary
Private Client Advisor in Chase Wealth ManagementOffer comprehensive financial planning and adviceDeliver personalized investment solutions to clients
Job seniority: associate level
Responsibilities
• Champion and support teammates' success and bank goals• Build a book of business and deliver personalized investment solutions• Demonstrate deep understanding of financial markets• Exhibit unwavering integrity with clients• Educate clients on technology and channels for monitoring investments• Provide holistic view of clients' needs and financial coaching• Embrace digital innovations to help clients• Foster a culture of diversity• Build and maintain client relationships• Integrate with key partners
Requirements
• At least 2 years in a Financial Advisor role or equivalent• Demonstrated success in client acquisition and relationship-building• Commitment to goals-based planning and advice• Valid and active Series 7 and Series 66 licenses• Valid and active Life, Health, and Long Term Care Insurance license• Certified Financial Planning (CFP®) certification preferred• Bachelor's degree preferred
Key Skills Needed
• Financial planning• Client acquisition• Relationship-building• Financial market understanding• Integrity• Educating clients• Digital innovation• Diversity• Holistic view of clients' needs• Financial coaching
Benefits
• Competitive total rewards package• Comprehensive health care coverage• On-site health and wellness centers• Retirement savings plan• Backup childcare• Tuition reimbursement• Mental health support• Financial coaching