J.P. Morgan Wealth Management - Private Client Advisor - Scarsdale

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

• Champion and support team members' success and foster a diverse workplace culture
• Build a book of business and deliver personalized investment solutions through leadership and relationship-building skills
• Provide comprehensive financial planning and advice, focusing on relationship management rather than portfolio management
• Show a deep understanding of financial markets and sound business judgment
• Exhibit integrity and ethical behavior in all interactions with clients
• Offer holistic financial coaching and education on available technology and investment channels
• Embrace digital innovations to enhance clients' confidence and banking experience

Required Qualifications, Capabilities, And Skills

• 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, or the intent to obtain these within 60 days of starting the role

Preferred Qualifications, Capabilities, And Skills

• Certified Financial Planner (CFP®) certification
• Bachelor's degree

Investment And Insurance Products Are NOT FDIC INSURED, NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY, 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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