Private Client Advisor: Wealth & Digital

Testing Site - JPMC; New York (NY); Sur place; USD 60 000 - 73 000; Plein temps

Résumé du poste

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management in Queens, NY. You will deliver comprehensive financial planning and investment guidance to individuals and families, supporting a broad client base with relationship-driven service.

The role emphasizes integrity, client education on digital channels, and ongoing financial coaching, while leveraging leadership and partnerships to grow a client book.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships.
• A valid and active Series 7 license.
• A valid and active Series 66 license (or must be obtained within 60 days).
• A valid Life, Health and Long Term Care Insurance license (or must be obtained within 60 days).
• CFP certification is preferred.

Responsabilités

• Build a book of business and deliver personalized investment solutions to clients.
• Provide holistic financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound judgement.
• Uphold integrity and client-focused service in all interactions.
• Educate clients on technology and channels to monitor investments.
• Offer ongoing financial coaching beyond investments.
• Embrace digital tools to enhance client experience.

Connaissances

Financial Advisor experience

Client acquisition

Series 7 license

Series 66 license

Life/Health/LTC license

CFP (preferred)

Goals-based planning

Description du poste

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management in Queens, NY. You will deliver comprehensive financial planning and investment guidance to individuals and families, supporting a broad client base with relationship-driven service.

The role emphasizes integrity, client education on digital channels, and ongoing financial coaching, while leveraging leadership and partnerships to grow a client book.