Private Client Wealth Advisor

Fairygodboss; Selden (NY); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Backup childcare

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase in Selden, NY is seeking a Financial Advisor to deliver personalized investment solutions and foster client relationships. The ideal candidate will have at least 2 years of experience in financial services and possess necessary licenses such as Series 7 and Series 66.

This role focuses on client education, relationship management, and embracing digital innovations. We offer a competitive rewards package, including comprehensive health care and financial coaching.

Qualifications

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

Responsibilities

• Champion and support the goals of the bank while fostering a diverse culture.
• Build personalized investment solutions for clients.
• Educate clients on available technology and maintain relationships.

Skills

Client acquisition

Relationship management

Financial market understanding

Integrity

Digital innovation

Education

Bachelor's degree

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

J.P. Morgan Chase in Selden, NY is seeking a Financial Advisor to deliver personalized investment solutions and foster client relationships. The ideal candidate will have at least 2 years of experience in financial services and possess necessary licenses such as Series 7 and Series 66.

This role focuses on client education, relationship management, and embracing digital innovations. We offer a competitive rewards package, including comprehensive health care and financial coaching.