J.P. Morgan Wealth Management - Private Client Advisor - Manhattan, NY (Midtown West)
On-site · New York City, New York, United States
New York City, New York, United StatesOn-siteFull TimeMid LevelBachelors DegreeInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Enterprise
Industry
Investment Banking
Job Summary
Private Client Advisor in Chase Wealth Management builds a book of business and delivers personalized investment solutions to clients, relying on leadership and relationship-building skills with a focus on holistic client needs, educating clients on digital tools to monitor and manage investments, and leveraging partnerships to deepen client relationships while maintaining a high standard of integrity and client service.
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 license
- 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
Desired Qualifications
- Certified Financial Planning (CFPAE) certification is preferred
- Bachelordvertisements degree preferred
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.