J.P. Morgan Wealth Management - National Branch Personal Advisor - Irvine, CA

Job description

If you believe that investment advising should feel like a personal relationship with a trusted partner for your clients and want top tier technology and support to assist in building that experience, this is the team for you. As a Personal Advisor, in J.P. Morgan’s Wealth Management’s National Branch Personal Advising group, you will partner with clients to create custom financial plans based on their goals. You will meet with clients primarily through scheduled appointments via video or phone, build a personalized financial plan for each client, and match clients with investment portfolios that are designed and managed by J.P. Morgan’s Chief Investment Officer. You will also provide advice to existing clients as they need it, helping them navigate shifting priorities around their finances and their lives. Personal Advisors will work in a full time based office environment to support the full book of clients. Job responsibilities: - • Leverage experience and understanding of investments, wealth planning, credit and banking concepts to help clients achieve their financial goals - • Convert high quality leads into new clients and help to maintain those relationships - • Utilize a “s...