J.P. Morgan Wealth Management – Private Client Advisor - Nanuet, NY
On-site · Nanuet, New York, United States
Job Summary
Provide comprehensive financial planning and investment advisory services to individuals and families within Chase Wealth Management, building a book of business and delivering personalized investment solutions through relationship-based guidance and collaborations with partners; utilize an understanding of financial markets and digital channels to educate clients and enhance their ability to monitor and manage investments; requires active Series 7 and Series 66 licenses and Life/Health/LTC licenses within 60 days of start; preferred CFP and bachelor's degree. Demonstrated experience in acquiring and maintaining client relationships and delivering goals-based planning is expected.
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
- A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role
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