J.P. Morgan Wealth Management - Private Wealth Associate - Manhattan, NY

J.P. Morgan; New York (NY); On-site; USD 80,000 - 120,000; Full time

Job summary

A leading financial institution seeks a Private Wealth Associate to offer comprehensive financial planning and solutions to clients of various wealth levels. The role requires strong analytical skills and a commitment to building and maintaining exceptional client relationships through effective communication and integrity in service. Ideal candidates will have at least four years of experience in financial services along with necessary licensing.

Qualifications

• Minimum 4 years of financial services experience.
• Must obtain Series 7, Series 66, and Health Insurance licenses.
• Demonstrated success in client relationships and evidence of goals-based planning.

Responsibilities

• Deliver personalized investment solutions and deepen client relationships.
• Foster a client-centric planning process and implement financial strategies.
• Attend meetings to stay current on investment products and share updates with clients.

Skills

Analytical skills

Client relationship management

Business judgement

Financial coaching

Collaborative skills

Education

Bachelor’s degree

Certified Financial Planner (CFP) or Wealth Management Certified Planner (WMCP)

Job description

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 Private Wealth Associate in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You will provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Ideal candidates will possess strong analytical skills, a deep understanding of wealth management, and the ability to collaborate effectively with senior advisors to deepen with and serve clients.

Job responsibilities

• Support a thriving book of business by delivering personalized investment solutions to clients by relying on thought leadership and relationship-building skills. Through a focus on relationship management, you should be able to grow the practice
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Foster a client-centric planning process and ensure implementation of financial planning strategies
• Attend product rollouts, ideation calls, and research meetings to stay current on all investment products and services, and showcase the ability to share these updates with clients
• Deliver on a client engagement process that supports proactive and reactive communication, including responding to market volatility, providing account reviews with advice, and updating financial plans and goals through our planning software[SN1]
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Develop and implement marketing strategy including social media, client-specific presentation materials, and hosting client events
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
• Champion and support your teammates’ success and the goals of the bank, while fostering teamwork and collaboration with partners and cross functional teams

Required qualifications, capabilities, and skills

• A minimum of 4 years of financial services experience
• Demonstrated success in cultivating and maintaining client relationships, and integrating with key partners
• Demonstrated ability and commitment to goals-based planning and advice
• Demonstrated understanding of investment products and services
• Understanding of market performance and market trends
• Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently Ability to communicate effectively with clients and team members while maintaining professionalism.
• A valid and active Series 7license is required or must be obtained within 60 days of starting in the role as a condition of employment
• 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) or Wealth Management Certified Planner (WMCP) certification is preferred
• Bachelor’s degree preferred

FEDERAL DEPOSIT INSURANCE ACT:

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.

INVESTMENT AND INSURANCE PRODUCTS ARE:

• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.