J.P. Morgan Wealth Management - Private Client Advisor - Farmingdale, 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 client experiences.
Responsibilities
- Support and foster a diverse and inclusive workplace culture
- Build and manage a client book, providing personalized investment advice and solutions
- Stay current with financial markets and demonstrate sound judgment in decision-making
- Show integrity and ethical behavior in all interactions with clients
- Offer financial coaching and education to enhance clients' investment knowledge
- Utilize and promote digital tools and platforms to improve client engagement and satisfaction
Requirements
- At least 2 years of experience in a Financial Advisor role or equivalent financial services experience
- Proven track record in client acquisition, relationship building, and partnership integration
- Strong background in goals-based financial planning and advice
- A valid and active Series 7, Series 66 (63/65), and Life, Health, and Long-Term Care Insurance licenses
Preferred Qualifications
- Certified Financial Planner (CFP®) certification
- Bachelor's degree
Skills
- Exceptional communication and interpersonal skills
- Ability to build and maintain strong client relationships
- Knowledge of financial markets and investment products
- Proficiency in using digital tools and platforms
Benefits
We offer a competitive total rewards package, including base salary, commission-based pay, and discretionary incentive compensation. Additional benefits include comprehensive health care coverage, on-site wellness centers, retirement savings plans, and various programs to support employee well-being.
Pay
Base salary is determined based on the role, experience, skill set, and location. Commission-based pay and discretionary incentive compensation are also available.
Schedule
Hours and schedule vary based on the needs of the team and the client base.