Private Client Advisor — Wealth Management & Digital Tools

Testing Site - JPMC; Nanuet (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase in New York, NY seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families, building long-term relationships and providing personalized solutions.

You will leverage a broad product platform and digital tools to help clients monitor and grow their investments, while collaborating with partners to deliver a holistic financial plan.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and cultivating client relationships.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7 license.
• A valid and active Series 66 license or must be obtained within 60 days of starting.
• A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting.

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 your 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 and handle their investments.
• Provide a holistic view of 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

Client relationship management

Goals-based planning

Job description

J.P. Morgan Chase in New York, NY seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families, building long-term relationships and providing personalized solutions.

You will leverage a broad product platform and digital tools to help clients monitor and grow their investments, while collaborating with partners to deliver a holistic financial plan.