J.P. Morgan Wealth Management – Private Client Advisor - New York, NY (Lower Midtown West)
On-site · New York City, New York, United States
Job Summary
Private Client Advisor in Chase Wealth Management located in New York, NY — build a book of business and deliver personalized investment solutions to clients with a focus on relationship management, education on digital tools, and holistic financial coaching beyond investments. Responsibilities include partnering with teammates, leveraging leadership to serve clients, demonstrating market knowledge and integrity, and leveraging technology to help clients monitor and manage their investments. Requires Series 7 and Series 66 licenses (or obtain within 60 days) and Life/Health/Long Term Care licenses (or obtain within 60 days); CFP certification preferred; Bachelor's degree preferred.
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
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