Morgan Wealth Management Professional

17 hours ago


Le Crotoy, Hauts-de-France, United States JPMorganChase Full time
Job Opportunity

We are seeking a highly skilled and motivated Private Client Advisor to join our Chase Wealth Management team. As a key member of our team, you will be responsible for providing comprehensive financial planning and advice to individuals and families, helping them achieve their financial goals.

Key Responsibilities
  • Build and maintain strong relationships with clients, understanding their financial needs and goals.
  • Develop and implement personalized investment strategies, providing clients with tailored solutions to meet their financial objectives.
  • Stay up-to-date with market trends and economic conditions, using this knowledge to inform investment decisions and provide clients with expert advice.
  • Collaborate with colleagues to share knowledge and best practices, ensuring that clients receive the highest level of service and support.
  • Continuously evaluate and improve client relationships, identifying opportunities to deepen engagement and increase client satisfaction.
Requirements
  • At least 2 years of experience in a financial advisory role or equivalent financial services experience.
  • Demonstrated success in client acquisition, relationship-building, and integration with key partners.
  • Strong understanding of financial markets, investment products, and regulatory requirements.
  • Valid and active Series 7 and Series 66 (63/65) licenses, with a valid and active Life, Health and Long Term Care Insurance license.
About Us

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals. We offer a competitive total rewards package, including base salary, commission-based pay, and discretionary incentive compensation. Our benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, and more.

We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.



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