Wealth Planning Advisor | Private Client

Aumni; New York (NY); Presencial; USD 110 000 - 170 000; Tempo integral

Resumo da oferta

J.P. Morgan Chase in New York, NY, seeks a Private Client Advisor to provide comprehensive financial planning and investment advice to individuals and families. You will help clients grow and protect wealth with a broad range of advisory solutions and access to Chase's digital platforms.

This role emphasizes relationship-building, integrity, and delivering an exceptional investor experience, with the opportunity to work with partners across the firm to deepen client relationships.

Qualificações

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in client acquisition and deep client relationships.
• Commitment to goals-based planning and advice.
• Active Series 7 license and Series 66 license or ability to obtain within 60 days.
• Active Life, Health and Long Term Care Insurance license or ability to obtain within 60 days.

Responsabilidades

• Build a book of business and deliver personalized investment solutions.
• Provide holistic view of clients’ needs and financial coaching beyond investments.
• Educate clients on technology and channels to monitor investments.
• Embrace digital innovations to help clients become digitally confident.
• Partner with Chase teams to deepen client relationships and referrals.
• Demonstrate integrity and sound financial judgment in all client interactions.

Conhecimentos

Financial advisor experience

Client acquisition & relationship mgmt

Goals-based planning & advice

Formação académica

Series 7 license

Series 66 license (63/65)

Life, Health & LTC Insurance license

CFP certification (preferred)

Bachelor's degree (preferred)

Descrição da oferta de emprego

J.P. Morgan Chase in New York, NY, seeks a Private Client Advisor to provide comprehensive financial planning and investment advice to individuals and families. You will help clients grow and protect wealth with a broad range of advisory solutions and access to Chase's digital platforms.

This role emphasizes relationship-building, integrity, and delivering an exceptional investor experience, with the opportunity to work with partners across the firm to deepen client relationships.