J.P. Morgan Wealth Management - Private Client Advisor - Queens, NY (Bilingual Chinese Cantonese/Mandarin)

About the role

J.P. Morgan Chase is dedicated to helping clients achieve their financial goals through a variety of investment products and services. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.

Responsibilities

• Champion and support your teammates' success and foster a culture of diversity
• Build a book of business and deliver personalized investment solutions to clients
• Support clients with a focus on relationship management, not portfolio management
• Show a deep understanding of financial markets and demonstrate sound business judgment
• Exhibit unwavering integrity and a passion for educating clients on technology and investment options
• Embrace digital innovations to enhance client engagement and satisfaction

Requirements

• At least 2 years in a Financial Advisor role or equivalent financial services experience
• Demonstrated success in client acquisition, relationship building, and integration with key partners
• Proven ability and commitment to 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

• Bilingual Chinese Mandarin/Cantonese
• Certified Financial Planning (CFP®) certification
• Bachelor's degree preferred

Skills

• Leadership and relationship-building skills
• Financial market knowledge
• Business judgment
• Integrity and ethical conduct
• Client education and coaching
• Digital innovation and adoption

Benefits

Chase offers a competitive total rewards package, including base salary, commission-based pay, and discretionary incentive compensation. Additional benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more.

Pay

Base salary is determined based on the role, experience, skill set, and location. Commission-based pay and/or discretionary incentive compensation are also awarded in recognition of individual achievements and contributions.

Schedule

Details about the schedule will be provided during the hiring process.