Wealth Management Private Client Advisor|Digital Investing

JPMorgan Chase & Co.; Town of Monroe (NY); On-site; USD 55,000 - 74,000; Full time

Benefits offered by this job

Health care coverage

On-site health centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

And more

Job summary

J.P. Morgan Wealth Management is seeking a Private Client Advisor in Monroe, NY to deliver comprehensive financial planning and investment solutions to individuals and families.

You will grow a book of business through strong relationships, provide investment guidance, and deepen client partnerships with Chase partners. The role requires a minimum 2 years in financial advisory, active licenses (Series 7, 66, and Life/Health/LTC or obtain within 60 days), and a CFP preference.

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 license.
• 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 management

Goals-based planning

Communication

Financial knowledge

Job description

J.P. Morgan Wealth Management is seeking a Private Client Advisor in Monroe, NY to deliver comprehensive financial planning and investment solutions to individuals and families.

You will grow a book of business through strong relationships, provide investment guidance, and deepen client partnerships with Chase partners. The role requires a minimum 2 years in financial advisory, active licenses (Series 7, 66, and Life/Health/LTC or obtain within 60 days), and a CFP preference.