J.P. Morgan Wealth Management – Private Client Advisor - Monroe Rt 17M
On-site · Monroe, New York, United States
Monroe, 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 for Chase Wealth Management in Monroe, NY, delivering comprehensive financial planning and investment advice to individuals and families; build a book of business, manage client relationships, educate clients on technology and channels to monitor and manage investments, and collaborate with partners to provide advised solutions within a fiduciary, client-focused advisory relationship.
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
Desired Qualifications
- Certified Financial Planner (CFP®) certification is preferred
- Bachelor’s degree preferred
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