J.P. Morgan Advisors – Wealth Advisor Development Associate - Philadelphia, PA

JPMorgan Chase & Co.•Philadelphia, PA

1d•Onsite

About The Position

The Wealth Advisor Development Associate program at J.P. Morgan Advisors in Philadelphia, PA, offers an opportunity for individuals aspiring to become ultra-high net worth financial advisors. This program is designed to cultivate long-lasting client relationships and provide a tailored training program with specialized coaching and one-on-one mentorship. The goal is to equip participants with the foundational skillset and product knowledge necessary to evolve into successful Wealth Advisors, driven by personal success and an entrepreneurial mindset within an inclusive community.

Requirements

Series 7, 66 and SIE licenses required within 120 days from start
Proven ability to be a self-starter and work independently in a high-pressure environment
Works well in a fast-paced environment and has the ability to proactively recognize and anticipate client needs
Ability to communicate effectively with clients and provide financial solutions

Nice To Haves

Bachelor's degree or equivalent experience preferred
3 – 5 plus years of financial services experience preferred

Responsibilities

Build and maintain a successful book of business upon gaining licensing
Study for exams via our training materials, specialized coaching, and regular office hours with a trainer who can answer your questions, practice tests, and more
Build trust with clients and effectively manage relationships
Manages risk and ensures the broader organization is protecting the interests of the firm while enhancing the client experience
Understands and adheres to our risk management processes, policies and tools