J.P. Morgan Wealth Management - Private Client Advisor - Hicksville, 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.

Job Responsibilities

• Support team members and foster a diverse and inclusive workplace culture
• Build and manage a client portfolio, 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' understanding of their investments
• Adopt and utilize digital tools to improve client engagement and satisfaction

Required Qualifications, Capabilities, And Skills

• 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 planning and financial advice
• A valid and active Series 7, 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

Pay

The compensation structure includes base salary, commission-based pay, and discretionary incentive compensation.

Schedule

Flexible work arrangements are available to accommodate the needs of both the employee and the client.