Private Client Wealth Advisor - Holistic Planning & Growth

JPMorgan Chase & Co.; City of Syracuse (NY); On-site; USD 75,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advisory services to individuals and families.

You will help clients grow and protect wealth by offering tailored investment solutions and leveraging Chase referrals to deepen relationships. Qualified candidates will have 2+ years in financial services, active Series 7 and Series 66, and hold or be willing to obtain life/health/licenses within 60 days.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 license is required.
• Active Series 66 (63/65) license is required or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting.

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

Licensing

Education

Bachelor's degree

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advisory services to individuals and families.

You will help clients grow and protect wealth by offering tailored investment solutions and leveraging Chase referrals to deepen relationships. Qualified candidates will have 2+ years in financial services, active Series 7 and Series 66, and hold or be willing to obtain life/health/licenses within 60 days.