J.P. Morgan Wealth Management National Branch Personal Advisor - Tempe, AZ at JPMC Candidate Experience page

Tempe, Arizona, United States -

Full Time

Start Date

Immediate

Expiry Date

14 Mar, 26

Salary

0.0

Posted On

14 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investment Advising, Financial Planning, Client Relationship Management, Wealth Planning, Credit Concepts, Banking Concepts, Solution-Oriented Mindset, Organizational Skills, Digital Product Education, Lead Conversion, Holistic Goals-Based Planning, Client Needs Assessment

Industry

Financial Services

Description

If 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 team based office environment to support the full book of clients. Job responsibilities: - Leverage experience and understanding of investments, wealth planning, credit and banking concepts to help clients achieve their financial goals - Convert high quality leads into new clients and help to maintain those relationships - Utilize a “solution-oriented” mindset to work towards best possible outcomes for all clients - Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach - Demonstrate strong organizational skills and applies a disciplined and organized approach throughout their day - Educate 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 7 • A 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 employment • This role requires you to be licensed in all states Preferred qualifications, capabilities, and skills: • At least 3 years of relevant financial services or brokerage experience strongly preferred with focus on financial planning • Bachelor’s degree preferred • CFP preferred

Responsibilities

As a Personal Advisor, you will partner with clients to create custom financial plans based on their goals and provide ongoing advice as needed. You will leverage your experience in investments and wealth planning to help clients achieve their financial objectives.