Private Client Advisor, Wealth Management & Planning

JPMorgan Chase; Village of Scarsdale (NY); Vor Ort; USD 110.000 - 170.000; Vollzeit

Zusammenfassung

J.P. Morgan Chase invites experienced Private Client Advisors to join Chase Wealth Management in providing comprehensive financial planning and investment guidance to individuals and families. You will build a book of business, deliver tailored investment solutions, and partner with bank colleagues to deepen client relationships.

The role emphasizes integrity, market knowledge, and client education on digital tools, with a focus on holistic financial coaching beyond investments.

Qualifikationen

• 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 required.
• A valid and active Series 66 (63/65) license 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 required or must be obtained within 60 days of starting in the role as a condition of employment.

Aufgaben

• Build a book of business and deliver personalized investment solutions with strong relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Educate clients on technology and channels to monitor and manage investments.
• Embrace digital innovations to help clients become digitally confident and bank how they want.

Kenntnisse

Client acquisition

Relationship management

Financial markets

Integrity

Digital banking

Ausbildung

Bachelor's degree preferred

CFP

Tools

Series 7 license

Series 66 license

Life/Health/LTC license

Jobbeschreibung

J.P. Morgan Chase invites experienced Private Client Advisors to join Chase Wealth Management in providing comprehensive financial planning and investment guidance to individuals and families. You will build a book of business, deliver tailored investment solutions, and partner with bank colleagues to deepen client relationships.

The role emphasizes integrity, market knowledge, and client education on digital tools, with a focus on holistic financial coaching beyond investments.