Private Client Advisor: Wealth Solutions & Digital Guidance

JPMorgan Chase & Co.; New York (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

J.P. Morgan Wealth Management is seeking a Private Client Advisor to deliver comprehensive financial planning and investment solutions for individuals and families in the Jackson Heights, NY area.

You will build client relationships, provide advised investment solutions, and leverage Chase referrals to deepen client engagement. The role requires a minimum of 2 years in a financial advisory capacity, Series 7 and Series 66 licenses (or equivalents) with a commitment to licenses within 60 days,

Qualifications

• 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.
• 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

Responsibilities

• Build a book of business and deliver personalized investment solutions leveraging leadership and relationship-building skills.
• Provide holistic client investment guidance and preferred Chase referrals to deepen client relationships.
• Explain financial markets and sound business judgment to clients.
• Demonstrate integrity and client-centric approach.
• Educate clients on technology and channels to monitor and manage investments.
• Offer comprehensive financial planning beyond investments.

Skills

Client acquisition

Relationship management

Goals-based planning

Regulatory compliance

Industry knowledge

Education

CFP certification

Tools

Series 7

Series 66 (63/65)

Life/Health/LTC license

Job description

J.P. Morgan Wealth Management is seeking a Private Client Advisor to deliver comprehensive financial planning and investment solutions for individuals and families in the Jackson Heights, NY area.

You will build client relationships, provide advised investment solutions, and leverage Chase referrals to deepen client engagement. The role requires a minimum of 2 years in a financial advisory capacity, Series 7 and Series 66 licenses (or equivalents) with a commitment to licenses within 60 days,