Private Client Wealth Advisor

Next Frontier Capital; New York (NY); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Base salary plus incentives

Total rewards package

Health care coverage

Retirement plan

Job summary

J.P. Morgan Chase in New York invites applicants for a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families, addressing a wide range of wealth needs.

You will build relationships, deliver personalized investment solutions, advocate for clients’ goals-based planning, and leverage digital channels to enhance the investor experience while complying with regulatory and firm standards.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven 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
• 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

• Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to the firm's clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of the firm's clients' needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Client acquisition

Relationship building

Goals-based planning

Financial advisory experience

Series 7 license

Series 66 license

Life/Health/LTC license

Financial services compliance

Education

Bachelor's degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase in New York invites applicants for a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families, addressing a wide range of wealth needs.

You will build relationships, deliver personalized investment solutions, advocate for clients’ goals-based planning, and leverage digital channels to enhance the investor experience while complying with regulatory and firm standards.