J.P. Morgan Wealth Management - Private Client Advisor - New York, NY (Financial District)

J.P. Morgan; New York (NY); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings

Comprehensive benefits package

Job summary

A global financial services firm is seeking a Private Client Advisor in New York, NY. This role involves building client relationships, providing personalized investment solutions, and educating clients on financial management. Candidates must have at least 2 years of relevant experience and hold necessary financial licenses. The firm values integrity and aims to support team success while fostering a diverse culture. Comprehensive benefits are included.

Qualifications

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

Responsibilities

• Build and manage a book of business with personalized investment solutions.
• Educate clients on technology and investment management.
• Provide holistic financial coaching to clients beyond investments.
• Champion teammate success and foster a diverse culture.

Skills

Client acquisition

Relationship management

Financial coaching

Understanding of financial markets

Education

Bachelor’s degree

CFP® certification

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

Private Client Advisor

Job at J.P. Morgan Chase in New York, NY, within the Wealth Management group.

As a Private Client Advisor we will represent the brand, interact with clients, and offer investment solutions that meet their financial needs.

Job Responsibilities

• Champion and support teammates’ success and bank goals, fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions focused on relationship management.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Exhibit unwavering integrity, doing right by clients at every opportunity.
• Educate clients on available technology and channels to monitor and manage their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to empower clients to bank on their own terms.

Required Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, relationship cultivation and maintenance, and partner integration.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7 license.
• A valid and active Series 66 (63/65) license, or the ability to obtain it within 60 days of starting.
• A valid and active Life, Health and Long Term Care Insurance license, or ability to obtain within 60 days.

Preferred Qualifications

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

Equal Opportunity Employer

We are an equal opportunity employer. We do not discriminate on the basis of any protected attribute and make reasonable accommodations for applicants’ and employees’ religious practices and mental health or physical disability needs.

We also provide a comprehensive benefits package, including health care coverage, retirement savings, and other programs, as described in the application process.