Private Client Wealth Advisor & Planning

Testing Site - JPMC

City of Albany (NY)

On-site

USD 90,000 - 140,000

Full time

14 days+

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Job summary

J.P. Morgan Chase in New York is seeking a Private Client Advisor within Chase Wealth Management.

You will provide comprehensive financial planning and advice to individuals and families, from new savers to those with significant wealth, delivering advised solutions and Chase referrals that deepen client relationships. You will build a client book, monitor investments, and leverage leadership and relationship skills to offer an exceptional investor experience while upholding high standards of

Qualifications

Minimum 2 years in a financial advisor role or equivalent financial services experience.
Proven ability and commitment to client acquisition and relationship management.
Demonstrated ability and commitment to goals-based planning and advice.
Active Series 7 license.
Active Series 66 (63/65) license or must be obtained within 60 days of starting.
Active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting.

Responsibilities

Build a book of business and deliver personalized investment solutions to clients through leadership and relationship-building.
Demonstrate a deep understanding of financial markets and sound business judgment.
Exhibit unwavering integrity in all client interactions.
Educate clients on technology and channels to monitor, maintain, and handle 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.