Wealth Advisor for Private Clients & Planning

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

Résumé du poste

J.P. Morgan Chase in New York City seeks a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families.

You will help clients save, invest, and protect wealth with trusted guidance and by coordinating with Chase partners. You will build a book of business, deliver personalized investment solutions, demonstrate market understanding, and uphold integrity.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and manage clients and work with partners.
• Commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 (63/65) or obtain within 60 days of joining.
• Active Life, Health, and Long Term Care insurance licenses or obtain within 60 days.

Responsabilités

• Champion teammates’ success and a diverse culture.
• Build a book of business and deliver personalized investment solutions focusing on relationship management.
• Demonstrate understanding of financial markets and sound judgement.
• Maintain integrity and act in clients' best interests.
• Educate clients on digital tools to monitor and manage investments.
• Provide holistic financial coaching beyond investments.
• Embrace digital innovations to enable clients to bank when, where, and how they want.

Connaissances

Client acquisition

Relationship management

Goals-based planning

Series 7

Series 66

Life/Health/LTC license

Formation

Bachelor’s degree

CFP certification

Description du poste

J.P. Morgan Chase in New York City seeks a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families.

You will help clients save, invest, and protect wealth with trusted guidance and by coordinating with Chase partners. You will build a book of business, deliver personalized investment solutions, demonstrate market understanding, and uphold integrity.