J.P. Morgan Wealth Management - Private Client Advisor - Manhattan, NY (Upper Westside)
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. As a Private Client Advisor in Chase Wealth Management, you'll provide comprehensive financial planning and advice to individuals and families.
Job Responsibilities
- Champion and support team members' success and foster a diverse culture
- Build and manage a book of business, delivering personalized investment solutions
- Provide exceptional client experiences through advised solutions and referrals
- Offer holistic financial coaching and education on investment technology
- Embrace digital innovations to enhance client confidence and engagement
Required Qualifications, Capabilities, And Skills
- At least 2 years in a Financial Advisor role or equivalent experience
- Demonstrated success in client acquisition, relationship building, and partnership integration
- Proven track record in 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 preferred
Investment And Insurance Products Are NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT A NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
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About Us
We are a leading financial services firm, serving nearly half of America's households and small businesses. Our mission is to create engaged, lifelong relationships and serve our customers at the heart of everything we do. We help small businesses, nonprofits, and cities grow through various financial solutions.
Our Team
Our Consumer & Community Banking division offers a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We are committed to leading the U.S. in credit card sales and deposit growth and maintaining top customer satisfaction rankings.