Wealth Management: Private Client Advisor

JPMorgan Chase & Co.; City of Mount Vernon (NY); On-site; USD 58,000 - 71,000; Full time

Job summary

J.P. Morgan Wealth Management in Mount Vernon, NY is hiring a Private Client Advisor to deliver personalized investment solutions and comprehensive financial planning for individuals and families.

You will build relationships, leverage a broad product platform, and use digital tools to enhance the client experience. The role requires at least 2 years of financial advisory experience, strong client acquisition skills, and active Series 7 and 66 licenses (plus Life/Health/LTC licenses).

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
• 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 advisory experience

Client acquisition

Relationship management

Goals-based planning

Market knowledge

Integrity and ethics

Digital channel literacy

Education

Series 7 license

Series 66 license (63/65)

Life, Health & LTC license

CFP certification (preferred)

Job description

J.P. Morgan Wealth Management in Mount Vernon, NY is hiring a Private Client Advisor to deliver personalized investment solutions and comprehensive financial planning for individuals and families.

You will build relationships, leverage a broad product platform, and use digital tools to enhance the client experience. The role requires at least 2 years of financial advisory experience, strong client acquisition skills, and active Series 7 and 66 licenses (plus Life/Health/LTC licenses).