Elite Private Client Wealth Advisor

Aumni; New York (NY); Presencial; USD 100.000 - 140.000; Jornada completa

Descripción de la vacante

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment solutions for individuals and families.

You will build relationships, guide clients through markets, and leverage digital tools to enhance the investor experience. The role requires client acquisition, strong relationship management, and adherence to regulatory licensing timelines.

Formación

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and grow a client base and collaborate with partners.
• Licenses required: Series 7, Series 66 or obtained within 60 days of start.
• Active Life, Health and Long Term Care Insurance license or obtained within 60 days of start.

Responsabilidades

• Champion teammates’ success and foster a diverse culture.
• Build a book of business with personalized investment solutions based on relationships.
• Demonstrate deep understanding of financial markets and sound judgment.
• Uphold integrity and act in clients' best interests at all times.
• Educate clients on technology channels to monitor investments.
• Provide holistic financial coaching beyond investments.
• Embrace digital tools to help clients access banking services digitally.

Conocimientos

Client acquisition

Relationship management

Goals-based planning

Series 7 license

Series 66 license

Life, Health and LT Care Insurance

Educación

CFP certification

Bachelor's degree

Descripción del empleo

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment solutions for individuals and families.

You will build relationships, guide clients through markets, and leverage digital tools to enhance the investor experience. The role requires client acquisition, strong relationship management, and adherence to regulatory licensing timelines.