Private Client Advisor | Wealth & Digital Investing

JPMorganChase; Selden (NY); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Base salary

Commission-based pay

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase in Selden, New York is seeking a Financial Advisor to champion client relationships and deliver tailored investment solutions. The ideal candidate will have at least 2 years of experience, a valid Series 7 license, and a commitment to goals-based financial planning.

This role offers a competitive salary, commission-based pay, and a comprehensive benefits package that includes health care, retirement plans, and financial coaching.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and cultivating client relationships.
• Ability and commitment to goals-based planning and advice.

Responsibilities

• Champion and support teammates' success in meeting bank goals.
• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients' needs and financial coaching.

Skills

Client acquisition

Client relationship management

Goals-based planning

Series 7

Series 66

Life insurance license

Education

Bachelor's degree

Job description

J.P. Morgan Chase in Selden, New York is seeking a Financial Advisor to champion client relationships and deliver tailored investment solutions. The ideal candidate will have at least 2 years of experience, a valid Series 7 license, and a commitment to goals-based financial planning.

This role offers a competitive salary, commission-based pay, and a comprehensive benefits package that includes health care, retirement plans, and financial coaching.