Private Client Advisor, Wealth Management – Relationship Growth

JPMorgan Chase & Co.; New York (NY); In loco; USD 56.000 - 76.000; Tempo pieno

Descrizione del lavoro

JPMorgan Chase & Co. in Queens, NY seeks a Private Client Advisor to deliver comprehensive financial planning and investment solutions for individuals and families.

You will build a book of business, work with Chase partners, and provide an exceptional client experience while maintaining strong regulatory compliance. This full-time role requires applicable licenses and a focus on tailored advisory services and digital tools to enhance client engagement.

Competenze

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven 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
• 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

Mansioni

• 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. This will be done with a consistent focus on relationship management, not portfolio management
• 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 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

Conoscenze

Financial advisor

Client acquisition

Relationship management

Series 7

Series 66 (63/65)

Life/Health/LTC license

Descrizione del lavoro

JPMorgan Chase & Co. in Queens, NY seeks a Private Client Advisor to deliver comprehensive financial planning and investment solutions for individuals and families.

You will build a book of business, work with Chase partners, and provide an exceptional client experience while maintaining strong regulatory compliance. This full-time role requires applicable licenses and a focus on tailored advisory services and digital tools to enhance client engagement.