Wealth Advisor for Private Clients

Fairygodboss; Town of Monroe (NY); On-site; USD 110,000 - 180,000; Full time

Benefits offered by this job

Comprehensive health care

Retirement savings plan

Tuition reimbursement

Mental health resources

Financial coaching

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor for Chase Wealth Management to provide comprehensive financial planning and tailored investment solutions to individuals and families.

You will cultivate relationships, build a book of business, and collaborate with partners to deliver holistic financial guidance while leveraging digital tools to enhance client experiences. You will be supported by a team and required to maintain appropriate licenses, with a focus on integrity, client

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.
• 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 obtain within 60 days of starting.
• A valid Life, Health and Long Term Care Insurance license or must obtain 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 by leveraging leadership and relationship-building skills, focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Exhibit integrity and act in the best interest of clients at every opportunity.
• Educate clients on technology and channels to monitor and manage their investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to enable clients to bank when, where, and how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Series 7

Series 66

L&H/LTC license

Education

Bachelor's degree

Job description

J.P. Morgan Chase is seeking a Private Client Advisor for Chase Wealth Management to provide comprehensive financial planning and tailored investment solutions to individuals and families.

You will cultivate relationships, build a book of business, and collaborate with partners to deliver holistic financial guidance while leveraging digital tools to enhance client experiences. You will be supported by a team and required to maintain appropriate licenses, with a focus on integrity, client