Private Client Advisor – Wealth Planning & Impact

Testing Site - JPMC

Town of Monroe (NY)

On-site

USD 58,000 - 71,000

Full time

2 days ago

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Job summary

J.P. Morgan Wealth Management is seeking a Private Client Advisor to grow a book of business in Monroe, NY. You will provide personalized investment guidance and leverage Chase’s resources to deliver comprehensive financial planning and wealth management solutions.

Ideal candidates have 2+ years as a Financial Advisor, hold Series 7 and 66 licenses, and Life/Health licenses, with CFP preferred. This full-time, on-site role involves collaboration with clients and colleagues to drive strong

Qualifications

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
Active Series 7 and Series 66 licenses required or must be obtained within 60 days of starting

Responsibilities

Build a book of business and deliver personalized investment solutions through leadership and relationship-building
Provide comprehensive financial planning and advice to individuals and families
Demonstrate deep understanding of financial markets and sound business judgment
Educate clients on technology and channels to monitor and manage investments
Provide a holistic view of clients’ needs and financial coaching beyond investments
Embrace digital innovations to help clients be digitally confident and bank as they prefer