J.P. Morgan Wealth Management - Community Private Client Advisor - Manhattan, NY (125th Communi[...]

J.P. Morgan; New York (NY); Presencial; USD 70.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Comprehensive health care coverage

Retirement savings plan

Paid time off for community volunteerism

Descripción de la vacante

A leading financial institution in New York is seeking an experienced Community Private Client Advisor. This role entails providing comprehensive financial planning and investment solutions to a diverse client base. The ideal candidate will engage with the community, build lasting relationships, and ensure clients receive a holistic view of their financial needs. Applicants should have at least 2 years of experience as a Financial Advisor and relevant licenses. The position offers competitive rewards, including a salary and potential commission.

Formación

• At least 2 years in a Financial Advisor role or equivalent experience.
• Ability to provide holistic view of clients’ needs.
• Demonstrated success in client acquisition and relationship cultivation.

Responsabilidades

• Engage with the community by hosting and participating in events.
• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology to monitor their investments.

Conocimientos

Client relationship management

Financial coaching

Community engagement

Digital literacy

Educación

Bachelor’s degree

Certified Financial Planning (CFP)

Herramientas

Financial Advisor systems

Investment management tools

Descripción del empleo

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Community Private Client Advisor in J.P. Morgan Wealth Management, you offer comprehensive financial planning and advice to individuals and families. You have a passion for uplifting the community where the community branch is located. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job Responsibilities

• Have a passion for uplifting the community through engagement, involvement, and cultivating relationships by hosting and participating in Community Events, with your Community Manager. Be involved in local community volunteer leadership groups (VLGs) and Market Leadership Team (MLT) sponsored events (Ex. Back to School Events, Managing Debt Workshops, pop up shop openings, business openings, community events and educational involvement)
• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity and inclusion
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management by demonstrating a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Required qualifications, capabilities, and skills

• At least 2 years in a Financial Advisor role or equivalent financial services experience
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
• Demonstrated ability and commitment to goals-based planning and advice
• Demonstrated ability to provide holistic view of clients’ needs and financial coaching beyond investments and to share financial health education with community.
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Preferred qualifications, capabilities, and skills

• Certified Financial Planning (CFP®) certification is preferred
• Bachelor’s degree preferred

Benefits

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

Equal Opportunity Employer

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans