J.P. Morgan Wealth Management - Private Client Advisor - Center Moriches, NY
About the role
J.P. Morgan Chase is dedicated to helping clients, employees, and communities thrive. We leverage advanced investment products and digital technologies to offer tailored financial solutions and exceptional customer service.
Job Responsibilities
- Support and foster a diverse workplace culture
- Build and manage a client book, providing personalized investment advice
- Apply financial market knowledge and sound judgment
- Show integrity and ethical behavior
- Offer financial coaching and education
- Adopt and utilize digital tools to enhance client engagement
Required Qualifications, Capabilities, And Skills
- At least 2 years of experience in a Financial Advisor role or equivalent
- Proven track record in client acquisition, relationship building, and partnership integration
- Experience with goals-based planning and advice
- A valid and active Series 7A, Series 66 (63/65), and Life, Health, and Long-Term Care Insurance licenses
Preferred Qualifications, Capabilities, And Skills
- Certified Financial Planner (CFP®) certification
- Bachelor's degree
Benefits
We offer a competitive total rewards package, including base salary, commission-based pay, and discretionary incentive compensation. Eligible employees may also receive additional benefits such as health care coverage, on-site wellness centers, retirement savings plans, and more.
Pay
Base salary is determined based on the role, experience, skill set, and location. Commission-based pay and/or discretionary incentive compensation may also be awarded.
Schedule
The schedule for this role is typically full-time, but may vary based on business needs.