Morgan Wealth Management Professional
3 days ago
We are seeking a highly skilled and motivated Private Client Advisor to join our team at JPMorgan Chase. As a Private Client Advisor, you will be responsible for providing comprehensive financial planning and advice to individuals and families, helping them achieve their financial goals and objectives.
Key Responsibilities- Build and maintain strong relationships with clients, understanding their financial needs and goals.
- Develop and implement personalized investment strategies to help clients achieve their financial objectives.
- Provide exceptional customer service, responding to client inquiries and concerns in a timely and professional manner.
- Stay up-to-date with market trends and economic conditions, using this knowledge to inform investment decisions and provide valuable insights to clients.
- Collaborate with other teams and departments to ensure seamless delivery of services and solutions to clients.
- At least 2 years of experience in a financial advisory role or equivalent experience in the financial services industry.
- Demonstrated success in client acquisition, relationship-building, and financial planning.
- Valid Series 7 and Series 66 (63/65) licenses, with the ability to obtain a Life, Health and Long Term Care Insurance license within 60 days of starting in the role.
- Certified Financial Planning (CFP) certification is preferred.
JPMorgan Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We offer a competitive total rewards package, including base salary, commission-based pay, and discretionary incentive compensation. We also provide a range of benefits and programs to meet employee needs, including 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.
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Morgan Wealth Management Professional
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