J.P. Morgan Wealth Management – Private Client Advisor - Syracuse, NY
On-site · Syracuse, New York, United States
Job Summary
Private Client Advisor in Chase Wealth Management responsible for building a book of business and delivering personalized investment solutions. Engage clients with holistic financial planning, leverage leadership and relationship-building to deepen client relationships, educate clients on technology and digital channels, and collaborate with partners. Requires a valid Series 7 (and Series 66) license or eligibility within 60 days, and Life/Health/Long Term Care Insurance license or eligibility within 60 days. Bachelor’s degree preferred; CFP certification 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
- Bachelor’s degree preferred
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