Wealth Advisor for Private Clients

JPMorganChase; City of Oswego (NY); Vor Ort; USD 90.000 - 160.000; Vollzeit

Zusammenfassung

J.P. Morgan Chase Wealth Management seeks a Private Client Advisor to deliver comprehensive financial planning and investment advice for individuals and families. You will build strong client relationships, provide personalized solutions, and collaborate with partners to deepen client engagement.

The role requires active securities licenses (Series 7/66) and insurance licenses, with CFP and a strong emphasis on goals-based planning and client service across digital channels.

Qualifikationen

• Minimum 2 years as a Financial Advisor or equivalent financial services experience.
• Proven client acquisition and relationship management.
• Ability to provide goals-based planning and advice.
• Active Series 7 and Series 66 licenses or must obtain within 60 days.
• Active Life, Health and Long Term Care licenses or must obtain within 60 days.

Aufgaben

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice to individuals and families.
• Educate clients on technology and channels to monitor and manage investments.
• Collaborate with partners to deepen client relationships and referrals.

Kenntnisse

2+ years financial advisory

Series 7 license

Series 66 license

Life/Health/LTC licenses

CFP certification preferred

Ausbildung

Bachelor's degree preferred

Jobbeschreibung

J.P. Morgan Chase Wealth Management seeks a Private Client Advisor to deliver comprehensive financial planning and investment advice for individuals and families. You will build strong client relationships, provide personalized solutions, and collaborate with partners to deepen client engagement.

The role requires active securities licenses (Series 7/66) and insurance licenses, with CFP and a strong emphasis on goals-based planning and client service across digital channels.