Financial Advisor
4 days ago
About the Role
We are seeking a highly skilled and experienced Financial Advisor to join our team at JPMorgan Chase & Co. As a Financial Advisor, you will be responsible for providing exceptional client service and advice on building, preserving, and managing clients' wealth.
Job Responsibilities
- Client Relationships: Manage and maintain relationships with high net worth individuals and families by earning their trust, understanding their financial goals and needs, and delivering tailored advice and solutions.
- Business Development: Identify and pursue new business opportunities, both from existing client base and through new client acquisition.
- Financial Planning: Provide comprehensive financial planning and investment advice to clients, including asset allocation, investment management, and wealth planning.
- Collaboration: Partner with internal specialists to provide interdisciplinary expertise to clients and ensure seamless delivery of services.
- Accountability: Ensure that proposed solutions meet clients' needs and objectives in the short, medium, and long term through a holistic goals-based planning approach.
Requirements
- Experience: Six plus years of work experience in Private Banking or Financial Services.
- Educational Background: Bachelor's Degree required.
- Licenses: Series 7, 66, and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date.
- Skills: Proven sales success and strong business acumen, ability to build and maintain strong relationships, excellent communication and presentation skills.
Preferred Qualifications
- Education: MBA, JD, CFA, or CFP preferred.
- Skills: Dynamic and credible professional who communicates with clarity and has exceptional presentation skills, proactive and takes initiative to solve problems.
About Us
JPMorgan Chase & Co. is one of the oldest financial institutions, offering innovative financial solutions to millions of consumers, small businesses, and prominent corporate, institutional, and government clients under the J.P. Morgan and Chase brands.
What We Offer
- Compensation: We offer a competitive total rewards package including an estimated salary range of $120,000 - $200,000 per year, determined based on the role, experience, skill set, and location.
- Benefits: Comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more.
Diversity, Equity, and Inclusion
We recognize that our people are our strength, and we strive to create an inclusive environment where everyone can thrive. We are an equal opportunity employer and place a high value on diversity and inclusion.
About Our Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions, helping individuals, families, and foundations achieve their financial goals through expert advice and tailored strategies.
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