Private Client Wealth Advisor

Next Frontier Capital; Town of Florida (NY); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

On-site wellness centers

Tuition reimbursement

Job summary

J.P. Morgan Chase invites a Private Client Advisor to join Chase Wealth Management, delivering comprehensive financial planning and advice to individuals and families.

You will build relationships, provide investment solutions, and help clients meet their financial goals using a broad platform and digital tools. The role requires at least 2 years in a financial advisory capacity, Series 7 and Series 66, plus Life/Health/LTC licenses or commitments to obtain within 60 days.

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 your clients by relying on leadership and relationship-building skills.
• 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 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

Financial planning

Regulatory compliance

Education

Bachelor's degree

CFP certification preferred

Tools

FINRA Series 7

FINRA Series 66 (63/65)

Life/Health/LTC license

Job description

J.P. Morgan Chase invites a Private Client Advisor to join Chase Wealth Management, delivering comprehensive financial planning and advice to individuals and families.

You will build relationships, provide investment solutions, and help clients meet their financial goals using a broad platform and digital tools. The role requires at least 2 years in a financial advisory capacity, Series 7 and Series 66, plus Life/Health/LTC licenses or commitments to obtain within 60 days.