Jpmorgan Chase & Co. Santa Barbara , CA 93101
Posted 2 weeks ago
JobID: 210515584
Category: Relationship Manager
JobSchedule: Full time
Posted Date: 2024-05-06T15:18:38+00:00
JobShift: Day
Base Pay/Salary: Santa Barbara,CA $100,000.00-$150,000.00
When you join JPMorgan Chase & Co. you will have the opportunity to utilize your talents and entrepreneurial mindset in an inclusive community of Wealth Advisors.
As a Wealth Advisor Development Associate you will pursue your desired career in the financial industry while cultivating long lasting relationships. With motivation driven by personal success you will be challenging yourself in a tailored training program that includes specialized coaching and one-on-one mentorship designed to help you gain the foundational skillset and product knowledge needed to evolve into becoming a successful Wealth Advisor. You will maintain financial and investment relationship with High Net Worth individuals, while appropriately managing client assets and brokerage accounts. You will also provide advisory and execution capabilities to high net-worth individuals and families, private and public corporations as well as small to mid-sized institutional investors.
Job 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
Required qualifications, capabilities, and skills:
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
Preferred qualifications, capabilities, and skills:
Jpmorgan Chase & Co.