JPMorgan Chase Jobs – Private Client Advisor

Job Description:

As part of Consumer Banking, the branch-based Chase Wealth Management Private Client Advisor offers comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You are responsible for providing an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job Responsibilities:

• Disciplined Practice Management. You focus on relationship management not portfolio management. You demonstrate a deep understanding of financial markets and sound business judgement. You’ll rely on your personal drive, leadership and relationship-building skills to build a book of business and deliver personalized investment solutions to your clients.
• Customer Obsession. You exhibit unwavering integrity that points toward doing right by clients at every opportunity. Insights, interpersonal skills and meticulous planning allows you to support and guide your customers. You have a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments.
• One Chase Approach. You provide a holistic view of clients’ needs and financial coaching beyond investments. You will embrace digital innovations so you can help clients become more digitally confident and bank when, where and how they want.
• Teamwork and Influence. You champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity and inclusion.

Job Requirements:

• A valid and active Series 7
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
• Certified Financial Planning (CFP®) certification is preferred
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
• Demonstrated ability and commitment to goals-based planning and advice
• At least 2 years in a Financial Advisor role or equivalent financial services experience
• Bachelor’s degree preferred
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment

Job Details:

Company:  J.P. Morgan

Vacancy Type:  Full Time

Job Location: Daytona Beach, FL, US

Application Deadline: N/A

Apply Here

vacancyoptions.com