J.P. Morgan Advisors - Wealth Advisor Development Program, Associate

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:

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