Wealth Advisor for Private Clients

JPMorgan Chase & Co.; Village of Lindenhurst (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase in New York's Chase Wealth Management invites a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families.

You will build deep client relationships and offer advised solutions, leveraging digital channels to enhance the investor experience. Ideal candidates have at least 2 years in a Financial Advisor role, a Series 7 and 66, and licenses for Life, Health and Long-Term Care.

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
• 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

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 the firm's by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• 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 the firm’s 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 analysis

Digital banking literacy

Education

Series 7 license

Series 66 license (63/65)

Life, Health and Long-Term Care Insurance license

Bachelor’s degree preferred

Job description

J.P. Morgan Chase in New York's Chase Wealth Management invites a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families.

You will build deep client relationships and offer advised solutions, leveraging digital channels to enhance the investor experience. Ideal candidates have at least 2 years in a Financial Advisor role, a Series 7 and 66, and licenses for Life, Health and Long-Term Care.