at J.P. Morgan
Bulge Bracket Investment BanksPosted 7 days ago
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**Wealth Advisor Development Associate – J.P. Morgan Chase** Jumpstart your ultra-high net worth financial advisor career with JPMorgan Chase's Wealth Advisor Development Associate program in Philadelphia. Your entrepreneurial spirit and drive will flourish in this inclusive community, offering growth, mobility, and tailored training. **Responsibilities:** - Build and grow your business post-licensing - Study and master financial products and compliance through specialized coaching and resources - Foster trust and skillfully manage client relationships - Ensure risk management and client-centric approach **Requirements:** - Obtain Series 7, 66, and SIE licenses within 120 days - Proven self-starter with high-pressure resilience - Strong communication and proactive client service skills - Bachelor's degree or equivalent experience; 3+ years preferred
- Compensation
- Not specified
- City
- Philadelphia
- Country
- United States
Currency: Not specified
Full Job Description
Location: Philadelphia, PA, United States
Are you looking to be the next ultra-high net financial advisor? Check out our Wealth Advisor Development Associate program.
Posting Description
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. Offering a wide range of career growth, internal mobility all while expanding your skill set with a growing team.
As a Wealth Advisor Development Associate you will pursue your desired career in the financial advisor 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.
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
- Bachelor's degree or equivalent experience preferred
- 3 5 plus years of financial services experience preferred
Preferred qualifications, capabilities, and skills:
