Wealth Management Advisor for Private Clients

Next Frontier Capital; Town of Florida (NY); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families.

Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You will build trusted relationships, deliver personalized investment solutions, educate clients on digital tools, and collaborate with partners to deepen client engagements while upholding the firm’s commitment to

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 and Series 66 licenses or must be obtained within 60 days of starting in the role as a condition of employment; Life/Health and LTC insurance license required or must be obtained within 60 days of starting in the role as a condition of employment

Responsibilities

• 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
• Educate 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 management

Goals-based planning

Financial markets knowledge

Integrity

Digital banking

Education

Series 7 license

Series 66 license

Life/Health/LTC license

CFP certification (preferred)

Bachelor's degree (preferred)

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families.

Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You will build trusted relationships, deliver personalized investment solutions, educate clients on digital tools, and collaborate with partners to deepen client engagements while upholding the firm’s commitment to