Wealth Advisor: Holistic Financial Planning

JPMorgan Chase; Town of Florida (NY); On-site; USD 100,000 - 150,000; Full time

Job summary

Chase Wealth Management is seeking a Private Client Advisor to deliver comprehensive financial planning and tailored investment solutions to individuals and families. You will build relationships, educate clients on digital channels, and collaborate with partners to meet financial goals.

You will demonstrate market knowledge, integrity, and a passion for coaching clients through changing markets while embracing innovative technology to help clients bank how, when, and where they prefer.

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 your clients 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 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

Financial Advisor experience

Client acquisition

Goals-based planning

Series 7

Series 66

Life/Health/LTC license

Education

Bachelor's degree (preferred)

Job description

Chase Wealth Management is seeking a Private Client Advisor to deliver comprehensive financial planning and tailored investment solutions to individuals and families. You will build relationships, educate clients on digital channels, and collaborate with partners to meet financial goals.

You will demonstrate market knowledge, integrity, and a passion for coaching clients through changing markets while embracing innovative technology to help clients bank how, when, and where they prefer.