Private Client Wealth Advisor

Fairygodboss; Nanuet (NY); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Backup childcare

Job summary

J.P. Morgan Chase in Nanuet, NY is looking for a Financial Advisor to support clients by delivering personalized investment solutions and fostering a diverse culture. The position requires at least 2 years of relevant experience and a strong commitment to client success.

Ideal candidates will possess necessary licenses, a Bachelor's degree is preferred, along with skills in client acquisition and relationship management. Comprehensive benefits are offered, including health care coverage and retirement savings plans.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining relationships.
• Ability and commitment to goals-based planning and advice.

Responsibilities

• Champion and support teammates' success while fostering diversity.
• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients' needs and financial coaching.

Skills

Client acquisition

Relationship management

Financial market understanding

Integrity

Digital confidence

Education

Bachelor's degree

CFP certification

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

J.P. Morgan Chase in Nanuet, NY is looking for a Financial Advisor to support clients by delivering personalized investment solutions and fostering a diverse culture. The position requires at least 2 years of relevant experience and a strong commitment to client success.

Ideal candidates will possess necessary licenses, a Bachelor's degree is preferred, along with skills in client acquisition and relationship management. Comprehensive benefits are offered, including health care coverage and retirement savings plans.