J.P. Morgan Wealth Management - Private Client Advisor - Ocean View and Selbyville, DE

About the role

J.P. Morgan Chase is dedicated to helping clients, employees, and communities thrive. We leverage advanced investment products and digital technologies to offer tailored financial solutions and exceptional client experiences.

Job Responsibilities

• Champion and support team members' success and foster a diverse workplace culture
• Build a book of business and deliver personalized investment solutions through leadership and relationship-building skills
• Provide a holistic view of clients' needs and financial coaching beyond investments
• Embrace digital innovations to enhance clients' investment experiences

Required Qualifications, Capabilities, And Skills

• At least 2 years in a Financial Advisor role or equivalent financial services experience
• Demonstrated success in client acquisition, relationship building, and integration with key partners
• Ability to provide goals-based planning and advice
• A valid and active Series 7, Series 66 (63/65), and Life, Health, and Long-Term Care Insurance licenses

Preferred Qualifications, Capabilities, And Skills

• Preferred: Certified Financial Planner (CFP®) certification
• Bachelor's degree preferred

Investment And Insurance Products Are NOT FDIC INSURED, NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY, NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

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