Private Client Advisor: Build Relationships & Invest

JPMorgan Chase & Co.; Huntington Station (NY); On-site; USD 85,000 - 125,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management in New York area.

You will deliver comprehensive financial planning and tailored investment solutions to individuals and families, building lasting relationships with clients and coordinating with partners to deepen client engagement. You will rely on your understanding of financial markets, goals-based planning, and strong integrity to provide exceptional investor experiences as you help clients monitor and

Qualifications

• 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.
• A valid and active Series 7 license.
• 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.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to the firm's clients by relying on leadership and relationship-building skills.
• Demonstrate 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 the firm's 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

Skills

Relationship building

Goals-based planning

Financial market knowledge

Series 7 license

Series 66 license

Life/Health/LTC Insurance license

Education

Bachelor’s degree preferred

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management in New York area.

You will deliver comprehensive financial planning and tailored investment solutions to individuals and families, building lasting relationships with clients and coordinating with partners to deepen client engagement. You will rely on your understanding of financial markets, goals-based planning, and strong integrity to provide exceptional investor experiences as you help clients monitor and