Wealth Advisor, Private Clients | Digital Growth & Planning

Testing Site - JPMC; New York (NY); Vor Ort; USD 110.000 - 170.000; Vollzeit

Zusammenfassung

J.P. Morgan Chase in Brooklyn is seeking a Private Client Advisor to join Chase Wealth Management.

You will provide comprehensive financial planning and investment guidance to individuals and families, building trusted client relationships and delivering tailored solutions. You will collaborate with partners to grow your book of business, demonstrate a strong market knowledge, and coach clients on digital tools to monitor and manage their investments.

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
• CFP certification is preferred

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

Financial advisor experience

Client acquisition & relationship mgmt

Goals-based planning

Tools

Series 7 license

Series 66 license

Life/Health/LTC license

Jobbeschreibung

J.P. Morgan Chase in Brooklyn is seeking a Private Client Advisor to join Chase Wealth Management.

You will provide comprehensive financial planning and investment guidance to individuals and families, building trusted client relationships and delivering tailored solutions. You will collaborate with partners to grow your book of business, demonstrate a strong market knowledge, and coach clients on digital tools to monitor and manage their investments.