Private Wealth Advisor: Growth & Planning

JPMorgan Chase & Co.; Village of New Paltz (NY); On-site; USD 80,000 - 110,000; Full time

Job summary

J.P. Morgan Chase in the United States seeks a Private Client Advisor to provide comprehensive financial planning and advisory solutions for individuals and families. You will support clients with tailored investment strategies and referrals to deepen relationships and grow the book of business.

You will demonstrate strong market knowledge, integrity, and a passion for educating clients about digital tools to monitor and manage their investments.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7 license.
• A valid and active Series 66 license or must be obtained within 60 days of starting.
• A valid and active Life, Health and Long Term Care Insurance license 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 management

Goals-based planning

Financial advisory

Education

Bachelor's degree

Job description

J.P. Morgan Chase in the United States seeks a Private Client Advisor to provide comprehensive financial planning and advisory solutions for individuals and families. You will support clients with tailored investment strategies and referrals to deepen relationships and grow the book of business.

You will demonstrate strong market knowledge, integrity, and a passion for educating clients about digital tools to monitor and manage their investments.