Private Wealth Advisor: Holistic Planning & Client Growth

Testing Site - JPMC; New York (NY); Sur place; USD 90 000 - 150 000; Plein temps

Résumé du poste

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

You will offer comprehensive financial planning and advice to individuals and families, building a book of business and delivering tailored investment solutions while leveraging referrals to deepen client relationships. The role requires 2+ years in financial advisory, strong client acquisition, and licenses (Series 7 and 66) with eligibility to obtain others within 60 days.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• 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.

Responsabilités

• Champion and support teammates’ success and the bank's goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions focused on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Maintain 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 transact when, where, and how they want.

Connaissances

Client acquisition

Relationship management

Goals-based planning

Series 7 license

Series 66 license

Insurance licensing

Formation

CFP certification

Bachelor's degree

Description du poste

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

You will offer comprehensive financial planning and advice to individuals and families, building a book of business and delivering tailored investment solutions while leveraging referrals to deepen client relationships. The role requires 2+ years in financial advisory, strong client acquisition, and licenses (Series 7 and 66) with eligibility to obtain others within 60 days.