Wealth Advisor: Private Client & Planning

Next Frontier Capital; New York (NY); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Health benefits

Retirement savings plan

On-site wellness centers

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase invites experienced financial professionals to join Chase Wealth Management as a Private Client Advisor.

You will offer comprehensive financial planning and advice to individuals and families, building a book of business and delivering personalized investment solutions with a strong emphasis on relationship management. You will stay informed on markets, maintain high professional integrity, educate clients on technology and channels to monitor their investments, and provide

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.
• 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

Client acquisition

Relationship-building

Financial planning

Investment knowledge

Digital channels education

Integrity

Education

Series 7

Series 66 (63/65) license

Life, Health and Long Term Care Insurance license

CFP certification

Bachelor's degree

Job description

J.P. Morgan Chase invites experienced financial professionals to join Chase Wealth Management as a Private Client Advisor.

You will offer comprehensive financial planning and advice to individuals and families, building a book of business and delivering personalized investment solutions with a strong emphasis on relationship management. You will stay informed on markets, maintain high professional integrity, educate clients on technology and channels to monitor their investments, and provide