Wealth Planning Advisor

Aumni; New York (NY); Sur place; USD 120 000 - 180 000; Plein temps

Résumé du poste

J.P. Morgan Chase in New York is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance for individuals and families. You will grow a book of business, rely on strong relationships, and offer protected advisory solutions within Chase Wealth Management.

The role emphasizes goals-based planning, integrity, and using digital channels to enhance the client experience while coordinating with Chase partners to deepen client relationships.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and maintain clients and partner referrals.
• Strong commitment to goals-based planning and financial advice.
• Active Series 7 license required.
• Active Series 66 (63/65) license required or must be obtained within 60 days.
• Active Life, Health and Long Term Care license required or must be obtained within 60 days.

Responsabilités

• 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.

Connaissances

Client relationship building

Goals-based financial planning

Financial advisory experience

Strong communication

Formation

Bachelor’s degree preferred

CFP certification preferred

Outils

Series 7 license

Series 66 license

Life, Health & LTC license

Description du poste

J.P. Morgan Chase in New York is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance for individuals and families. You will grow a book of business, rely on strong relationships, and offer protected advisory solutions within Chase Wealth Management.

The role emphasizes goals-based planning, integrity, and using digital channels to enhance the client experience while coordinating with Chase partners to deepen client relationships.