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Wealth Management - Private Bank - Client Advisor - Associate - Birmingham, MI

Req #: 170085077
Location: Birmingham, MI, US
Job Category: Asset Management
Potential Referral Amount: 4000 US Dollar (USD)
JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.4 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.
 
J.P. Morgan Asset & Wealth Management advises institutions, endowments, foundations and families through Asset Management and Wealth Management. Our Wealth Management business includes J.P. Morgan Private Bank, J.P. Morgan Securities and Chase Wealth Management.
 
J.P. Morgan Private Bank advises the world’s wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.
 
The U.S. Private Bank advises families across the U.S. through 45 offices and represents one of the largest growth opportunities for J.P. Morgan Chase & Co. In 2016, the U.S. Private Bank was recognized by Euromoney as the #1 Private Bank Overall in North America.
 
Primary Function:
As a Client Advisor Associate at the J.P. Morgan Private Bank, you will be partnered with an experienced Client Advisor and participate in an apprentice period of 6 months. You will participate in a structured training program which will provide you with the tools, resources and coaching to succeed as a fully producing Client Advisor. You will be responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and drive new client acquisition. You will partner with an experienced Client Advisor and a local team, supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
 
The best Client Advisors Associates are ambitious self-starters with a proven track record of success. They are skilled problem solvers who offer specialized advice to clients. For those with an entrepreneurial spirit, a tenacity to succeed and a passion for delivering world class service to our clients, this role is an exciting opportunity to further build your career.
 
Our culture of performance, transparency and partnership is driven by objective, transparent goals and active teamwork to foster Client Advisor Associate success.  We are committed to helping you grow at all stages of your career.
  
As a Client Advisor Associate, you are expected to:
  • Successfully complete a 6 month apprentice period in partnership with an experienced Client Advisor
  • Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
  • Drive business results and acquire new assets, both from existing client base and new client acquisition
  • Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
  • Partner with internal specialists to provide interdisciplinary expertise to clients when needed
  • Connect your clients across all lines of business of J.P. Morgan Chase & Co.
  • Ensure that proposed solutions fulfill client’s needs and objectives in the short, medium and long term through a holistic goals based planning approach
  • Strictly adhere to all risk and control policies, regulatory guidelines and security measures
  • Energetic and entrepreneurial with a desire to build a business; self-starter who thrives and excels in a competitive industry
  • Proactive, takes initiative, and uses critical thinking to solve problems
  • Focuses on the client experience and works tirelessly on the client’s behalf
  • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
  • Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
  • Ability to build a strong community presence and network
  • Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
  • Knowledge and understanding of financial markets and investments
  • Strong business acumen and analytical skills 

Position Requirements:

  • Second year M.B.A. candidates with 3-5 years of work experience
  • Bachelors degree required; MBA, JD, CFA, or CFP preferred
  • Series 7 & 63 licenses required for position; however, unlicensed candidates considered but required to obtain licenses within 120 days of start date
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