J.P. Morgan Wealth Management – Private Client Advisor - Bronx, NY
On-site · The Bronx, New York, United States
Job Summary
Private Client Advisor in Chase Wealth Management responsible for building a book of business and delivering personalized investment solutions to clients, providing comprehensive financial planning, and educating clients on technology and channels to monitor and manage investments. Requires relationship-building, understanding of financial markets, integrity, and the ability to leverage digital innovations to enhance the client experience. Roles emphasizes goals-based planning, client coaching beyond investments, and collaboration with partners to deepen client relationships.
Required 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
- 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
- Preferred: Certified Financial Planning (CFP®) certification
- Bachelor’s degree preferred
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