Wealth & Planning Private Client Advisor

JPMorgan Chase & Co.; New York (NY); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

On-site health and wellness centers

Job summary

JPMorgan Chase & Co. in Brooklyn, NY seeks a Private Client Advisor to deliver comprehensive financial planning and investment solutions for individuals and families. You will build long-term client relationships, provide wealth management guidance, and leverage Chase’s digital platforms to enhance the client experience.

Ideal candidates have at least 2 years in financial advisory, strong relationship-building skills, and active securities licenses. A CFP is preferred.

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.
• Active Series 7 license required.
• Active Series 66 (63/65) license required or must be obtained within 60 days of starting.

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 relationships

Financial advisory experience

Series 7

Series 66 (63/65)

LIC Life/Health/LTC license

Goals-based planning

Job description

JPMorgan Chase & Co. in Brooklyn, NY seeks a Private Client Advisor to deliver comprehensive financial planning and investment solutions for individuals and families. You will build long-term client relationships, provide wealth management guidance, and leverage Chase’s digital platforms to enhance the client experience.

Ideal candidates have at least 2 years in financial advisory, strong relationship-building skills, and active securities licenses. A CFP is preferred.