Private Client Wealth Advisor

JPMorgan Chase; New York (NY); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase in New York is seeking a Financial Advisor to deliver personalized investment solutions while supporting a culture of diversity. Candidates should have at least 2 years of financial services experience and must hold a valid Series 7 and Series 66 license.

The role emphasizes client relationship management and offers a competitive rewards package including health coverage, retirement plans, and more.

Qualifications

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

Responsibilities

• Support teammates' success and the bank's goals.
• Deliver personalized investment solutions to clients.
• Educate clients on technology for better investments.

Skills

Client acquisition

Building client relationships

Financial market understanding

Education

Bachelor's degree

Certified Financial Planning (CFP)

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

J.P. Morgan Chase in New York is seeking a Financial Advisor to deliver personalized investment solutions while supporting a culture of diversity. Candidates should have at least 2 years of financial services experience and must hold a valid Series 7 and Series 66 license.

The role emphasizes client relationship management and offers a competitive rewards package including health coverage, retirement plans, and more.