
JPMorgan Wealth Management - Private Client Advisor
Are you an experienced financial advisor with an entrepreneurial spirit? Do you have a passion for helping individuals and families make sound financial decisions? We are seeking a Private Client Advisor for our JPMorgan Wealth Management team at Chase Bank. As a Private Client Advisor, you will be responsible for providing personalized financial advice to our clients, managing their investments, and helping them reach their long-term financial goals.This is an excellent opportunity for a motivated individual who is interested in building a career in wealth management. The ideal candidate will have a proven track record of success in the financial services industry and a strong desire to assist clients in making the best financial decisions. In this role, you will be expected to work independently and collaboratively as part of a larger team.To be successful in this position, you must possess the following qualifications:
Accounting
Economics
Business Or Related Field
Bachelor's Degree In Finance
+ Years Of Experience In A Financial Services Environment
Series And Series Securities Licenses
Cfp
Cima Or Aams Certification
Comprehensive Knowledge Of Financial Planning Techniques And Investment Strategies
Strong Interpersonal
Communication And Customer Service Skills
Ability To Multitask In A Fast-Paced Environment
Risk Management
Financial Analysis
Communication
Negotiation
Relationship Building
Credit Analysis
Portfolio Management
Regulatory compliance
Client Relationships
Estate Planning
Investment planning
Tax Planning
Market Knowledge
Wealth Preservation
Trust Management
Communication
Leadership
Negotiation
Problem Solving
Time management
Interpersonal Skills
Organization
Creative Thinking
Teamwork
Adaptability
According to JobzMall, the average salary range for a JPMorgan Wealth Management - Private Client Advisor in Santa Clara, CA, USA is $98,943 to $167,087.
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JPMorgan Chase Bank, N.A., doing business as Chase Bank, is a national bank headquartered in Manhattan, New York City, that constitutes the consumer and commercial banking subsidiary of the U.S. multinational banking and financial services holding company, JPMorgan Chase.

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