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JPMorgan JP Morgan Wealth Management – Private Client United States, Wyoming, Jackson 609640826
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As a J.P. Morgan branch-based Private Client Advisor offers comprehensive financial planning and advice to affluent individuals and families.
As a Private Client Advisor at J.P. Morgan, you will offer comprehensive financial planning and advice to affluent individuals and families. Your expertise will support generations of J.P. Morgan affluent clientele. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
- 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 your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
- 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 to better monitor, maintain, and handle their 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
Required qualifications, capabilities, and skills
- At least 2 years of experience as a Chase Private Client Advisor
- Demonstrated success in affluent 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
- A valid and active Series 66 (63/65) license is required
- A valid and active Life, Health and Long Term Care Insurance license is required
Preferred qualifications, capabilities, and skills
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor’s degree preferred
Geography add in
Required - Current Chase Private Client Advisor in a branch located less than 10 miles from location of hiring branch: 545 W Broadway Ave - Jackson, WY 83001
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
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