Community Wealth Advisor: Relationship & Coaching

JPMorganChase; New York (NY); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

JPMorganChase is seeking a Financial Advisor in New York City to cultivate client relationships and provide personalized investment solutions. This role requires at least 2 years of experience in financial services and various licenses, including Series 7. Responsibilities include engaging in community events and demonstrating a commitment to holistic financial coaching. The position offers a competitive rewards package, including commission-based pay and comprehensive benefits, fostering a culture of diversity and inclusion.

Qualifications

• Minimum of 2 years in a Financial Advisor role or equivalent.
• Demonstrated success in client relationship management.
• Commitment to goals-based planning and advice.

Responsibilities

• Engage with the community through events and leadership groups.
• Build personalized investment solutions for clients.
• Educate clients on financial health and technology.

Skills

Client acquisition

Investment solutions

Financial coaching

Relationship management

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Tools

Series 7 license

Series 66 (or 63/65) license

Life, Health and Long Term Care Insurance license

Job description

JPMorganChase is seeking a Financial Advisor in New York City to cultivate client relationships and provide personalized investment solutions. This role requires at least 2 years of experience in financial services and various licenses, including Series 7. Responsibilities include engaging in community events and demonstrating a commitment to holistic financial coaching. The position offers a competitive rewards package, including commission-based pay and comprehensive benefits, fostering a culture of diversity and inclusion.