Wealth Advisor: Personal Finance & Investment Solutions

Testing Site - JPMC; New York (NY); Vor Ort; USD 90.000 - 150.000; Vollzeit

Zusammenfassung

J.P. Morgan Chase in New York, NY, is seeking a Private Client Advisor to deliver comprehensive financial planning and advice to individuals and families. You will build long-term client relationships and provide investment solutions through our Chase Wealth Management platform.

The role requires a minimum of 2 years in financial advisory with active Series 7/66 licenses and state licensure. Expect a strong emphasis on relationship management, service excellence, and using digital tools to

Qualifikationen

• 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

Aufgaben

• 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

Kenntnisse

Client relationship management

Sales experience

Financial planning

Relationship building

Digital literacy

Ausbildung

Bachelor's degree in finance or related field

Tools

Series 7

Series 66

Life/Health Insurance license

Jobbeschreibung

J.P. Morgan Chase in New York, NY, is seeking a Private Client Advisor to deliver comprehensive financial planning and advice to individuals and families. You will build long-term client relationships and provide investment solutions through our Chase Wealth Management platform.

The role requires a minimum of 2 years in financial advisory with active Series 7/66 licenses and state licensure. Expect a strong emphasis on relationship management, service excellence, and using digital tools to