J.P. Morgan Wealth Management - National Branch Personal Advisor - Irvine, CA

JPMorganChase • Irvine, CA

26d • Onsite

About The Position

As a Personal Advisor in J.P. Morgan 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 video or phone appointments, build personalized financial plans, and match clients with investment portfolios designed and managed by J.P. Morgan’s Chief Investment Officer. You will also advise existing clients as they navigate changing financial and life priorities. Personal Advisors work in a full-time, office-based environment supporting the full book of clients.

Requirements

• Hold a valid and active Series 7 license.
• Hold a valid and active Series 66 (63/65) license, or be able to obtain it within 60 days of starting in the role as a condition of employment.
• Be licensed in all states.

Nice To Haves

• At least 3 years of relevant financial services or brokerage experience, preferably focused on financial planning.
• Bachelor’s degree.
• CFP certification.

Responsibilities

• Use knowledge of investments, wealth planning, credit, and banking concepts to help clients achieve their financial goals.
• Convert high-quality leads into new clients and help maintain client relationships.
• Use a solution-oriented mindset to work toward the best possible outcomes for clients.
• Ensure proposed solutions meet clients’ short-, medium-, and long-term needs and objectives through holistic, goals-based planning.
• Apply strong organizational skills and a disciplined, organized approach to daily work.
• Educate clients about digital products that can help them monitor, maintain, and achieve their financial goals.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed