Personal AdvisorIf you believe that investment advising should feel like a personal relationship with a trusted partner for your clients and want top tier technology and support to assist in building that experience, this is the team for you.As a Personal Advisor, in J.P. Morgan's Wealth Management's National Branch Personal Advising group, you will partner with clients to create custom financial plans based on their goals. You will meet with clients primarily through scheduled appointments via video or phone, build a personalized financial plan for each client, and match clients with investment portfolios that are designed and managed by J.P.
Morgan's Chief Investment Officer. You will also provide advice to existing clients as they need it, helping them navigate shifting priorities around their finances and their lives. Personal Advisors will work in a full time based office environment to support the full book of clients.Job ResponsibilitiesLeverage experience and understanding of investments, wealth planning, credit and banking concepts to help clients achieve their financial goalsConvert high quality leads into new clients and help to maintain those relationshipsUtilize a "solution-oriented" mindset to work towards best possible outcomes for all clientsEnsure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approachDemonstrates strong organizational skills and applies a disciplined and organized approach throughout their dayEducate clients on the digital products available to them to better monitor, maintain and achieve their financial goals.Required Qualifications, Capabilities, and Skills:A valid and active Series 7A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of starting in the role as a condition of employmentThis role requires you to be licensed in all statesPreferred Qualifications, Capabilities, and Skills:At least 3 years of relevant financial services or brokerage experience strongly preferred with focus on financial planningBachelor's degree preferredCFP preferredFederal Deposit Insurance Act:This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
J.P. Morgan Wealth Management - National Branch Personal Advisor - Irvine, CA in irvine at Unknown Company
This position is listed as full time and onsite.