Wealth Management – Licensed Investment Professional

At J.P. Morgan Chase & Co., we are dedicated to helping our clients achieve their financial goals. As a Wealth Management – Licensed Investment Professional, you will play a crucial role in providing personalized investment advice and solutions to our high net worth clients. With your expertise and knowledge in the financial industry, you will help our clients navigate the complexities of the market and make informed decisions to grow and protect their wealth. If you are a driven and experienced investment professional with a passion for delivering exceptional service, we invite you to join our team.

1. Provide personalized investment advice to high net worth clients.
2. Develop customized investment solutions to help clients achieve their financial goals.
3. Stay updated on market trends, economic conditions, and investment products to provide informed recommendations to clients.
4. Conduct thorough analysis of clients' financial portfolios and make strategic recommendations for improvement.
5. Build and maintain strong relationships with clients to understand their financial needs and objectives.
6. Actively participate in client meetings and presentations to discuss investment strategies and performance.
7. Collaborate with internal teams to ensure seamless delivery of services to clients.
8. Adhere to all regulatory and compliance policies and procedures.
9. Continuously monitor and evaluate clients' portfolios to identify potential risks and opportunities.
10. Meet and exceed sales and revenue targets through effective relationship management and business development.
11. Provide exceptional customer service to ensure client satisfaction and retention.
12. Serve as a subject matter expert and resource for colleagues and clients on investment products and market trends.
13. Continuously enhance knowledge and skills through training and professional development opportunities.
14. Represent the company professionally and uphold its reputation in the financial industry.
15. Contribute to the overall success of the team and organization by achieving individual and team goals.

According to JobzMall, the average salary range for a Wealth Management – Licensed Investment Professional in Jersey City, NJ, USA is $70,000-$100,000 per year. This may vary depending on factors such as experience, education, skills, and the specific company or organization the individual works for.

JPMorgan Chase & Co. is an American multinational investment bank and financial services holding company headquartered in New York City. JPMorgan Chase is ranked by S&P Global as the largest bank in the United States and the sixth largest bank in the world by total assets, with total assets of US$2.687 trillion.