Wealth Planning Advisor for Private Clients

Fairygodboss; Huntington Station (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

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

You will build a book of business, deliver advised solutions, and rely on leadership and partner referrals to deepen client relationships. The role requires at least 2 years in a financial advisory capacity, a Series 7 and Series 66 (63/65) license, and Life/Health/Long-Term Care licenses or the ability to obtain within

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.
• Licensed in Series 7 and Series 66 (63/65) or must obtain within 60 days of starting.
• Licensed in Life, Health, and Long Term Care Insurance or must obtain within 60 days.

Responsibilities

• Build and manage a book of business.
• Provide comprehensive financial planning and investment solutions.
• Demonstrate understanding of financial markets and sound business judgement.
• Educate clients on technology and channels to monitor investments.
• Partner with Chase referrals to deepen client relationships.
• Deliver a holistic view of clients’ needs and financial coaching beyond investments.

Skills

Client acquisition

Relationship-building

Goals-based planning

Series 7 license

Series 66 license

Life Insurance license

Health Insurance license

Long Term Care Insurance license

Education

Bachelor's degree preferred

CFP certification preferred

Job description

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

You will build a book of business, deliver advised solutions, and rely on leadership and partner referrals to deepen client relationships. The role requires at least 2 years in a financial advisory capacity, a Series 7 and Series 66 (63/65) license, and Life/Health/Long-Term Care licenses or the ability to obtain within