Private Wealth Advisor: Holistic Financial Planning

Aumni; New York (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase in New York is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. You will support a wide range of clients, from new savers to high-wealth individuals, delivering advised solutions and referrals to deepen client relationships.

You will champion teammates’ success, build a book of business, and demonstrate integrity while educating clients on digital tools and platforms to monitor, manage,

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, and integrating with key partners.
• 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
• Bachelor’s degree preferred
• CFP certification is preferred

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 with relationship management focus
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity and do right by clients at every opportunity
• Educate clients on technology and channels to monitor and manage investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients be digitally confident and bank where and how they want

Skills

Client acquisition

Relationship-building

Goal-based planning

Financial markets understanding

Integrity and ethics

Education

Bachelor’s degree preferred

Certified Financial Planner CFP

Series 7 license

Series 66 license (63/65)

Life, Health and LTC licenses

Tools

Series 7 license

Series 66 license

Life/Health/LTC licenses

Job description

JPMorgan Chase in New York is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. You will support a wide range of clients, from new savers to high-wealth individuals, delivering advised solutions and referrals to deepen client relationships.

You will champion teammates’ success, build a book of business, and demonstrate integrity while educating clients on digital tools and platforms to monitor, manage,