J.P. Morgan Wealth Management – Private Client Advisor - Westchester East
On-site · White Plains, New York, United States
Job Summary
Private Client Advisor in Chase Wealth Management who builds a book of business and delivers personalized investment solutions to clients, focusing on relationship management, financial planning, and education of digital channels to empower clients to monitor and manage their investments. The role requires navigating financial markets with integrity and leveraging technology to enhance client service, with licensing in Series 7, Series 66, and Life/Health/LTC as prerequisites or within specified onboarding timelines. Preferred qualifications include CFP certification and a bachelor’s degree.
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
- 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 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
- CFP certification preferred
Desired Qualifications
- CFP certification preferred
- Bachelor’s degree preferred
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