J.P. Morgan Wealth Management - National Branch Personal Advisor - Irvine, CA
Core
Partner with clients to create custom financial plans, build personalized investment portfolios, and provide ongoing advice to help clients achieve their financial goals.
Role type
Personal Advisor (Wealth Management)
Builds
Custom financial plans and matched investment portfolios
Domain
Wealth Management / Financial Planning
Deliverable
client delivery
Required skills
Investment knowledge, wealth planning, credit and banking concepts, solution-oriented mindset, organizational skills, client education
Preferred skills
3+ years financial services/brokerage experience, CFP designation, Bachelor's degree
Technologies
Digital financial products
Responsibilities
Meet with clients via video or phone to build personalized financial plans, match clients with investment portfolios, provide ongoing advice as needs shift, convert leads into new clients, educate clients on digital products
Seniority
Individual Contributor