Private Client Advisor - Wealth Management Westchester East

JPMorgan Chase & Co.; City of White Plains (NY); In loco; USD 90.000 - 130.000; Tempo pieno

Descrizione del lavoro

JPMorgan Chase & Co. in White Plains, NY seeks a Private Client Advisor to deliver comprehensive financial planning and advisory services for individuals and families. You will cultivate relationships, provide advised solutions, and leverage Chase referrals to deepen client engagement.

The role emphasizes goals-based planning, deep market understanding, and responsible stewardship of client wealth within Chase Wealth Management.

Competenze

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship-building.
• Commitment to goals-based planning and advice.
• Active Series 7 and Series 66 licenses or ability to obtain within 60 days.
• Active Life, Health and Long Term Care Insurance licenses or ability to obtain within 60 days.

Mansioni

• Champion and support teammates’ success and inclusivity.
• Build a book of business delivering personalized investment solutions.
• Demonstrate understanding of financial markets and sound judgement.
• Act with integrity and client-first focus.
• Educate clients on technology and channels for monitoring investments.
• Provide holistic financial coaching beyond investments.
• Embrace digital tools to enable clients to bank when and how they want.

Conoscenze

Relationship-building

Goals-based planning

Financial markets knowledge

Digital banking knowledge

Client acquisition

Formazione

Bachelor's degree preferred

Strumenti

Series 7 license

Series 66 license

Life/Health/Long Term Care license

Descrizione del lavoro

JPMorgan Chase & Co. in White Plains, NY seeks a Private Client Advisor to deliver comprehensive financial planning and advisory services for individuals and families. You will cultivate relationships, provide advised solutions, and leverage Chase referrals to deepen client engagement.

The role emphasizes goals-based planning, deep market understanding, and responsible stewardship of client wealth within Chase Wealth Management.