J.P. Morgan Wealth Management - Private Client Advisor - Midtown Manhattan - New York, NY (390 Madison Ave - Flagship Branch)
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 provides comprehensive financial planning and investment advice to individuals and families, builds a book of business, relies on leadership and relationship-building to deliver personalized investment solutions, and embraces digital innovations to help clients monitor and manage their investments from anywhere, with a focus on client relationships, integrity, and educating clients on available technology and channels.
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 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 or must be obtained within 60 days of starting in the role as a condition of employment
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