J.P. Morgan Wealth Management - Private Client Advisor - Huntington Station, NY

JPMorgan Chase & Co. • Huntington Station, NY

4d

About The Position

As a Private Client Advisor in Chase Wealth Management, you will provide comprehensive financial planning and advice to individuals and families, serving clients ranging from those who are beginning to save to those with significant wealth. You will deliver an exceptional investor experience through advised solutions and Chase partner referrals that deepen client relationships. The role uses the firm's investment products, thought leadership, and digital technology to help clients meet their financial needs. The focus is on relationship management rather than portfolio management, including building a book of business, providing broader financial coaching, and helping clients use digital banking and investment tools.

Requirements

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• Valid and active Series 7 license.
• Valid and active Series 66 (63/65) license, or obtain it within 60 days of starting in the role as a condition of employment.
• Valid and active Life, Health and Long Term Care Insurance license, or obtain it within 60 days of starting in the role as a condition of employment.

Nice To Haves

• Certified Financial Planning (CFP®) certification.
• Bachelor’s degree.

Responsibilities

• Champion and support teammates’ success and the goals of the bank while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions through leadership and relationship-building, with a consistent focus on relationship management rather than portfolio management.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Act with unwavering integrity and do what is right for clients.
• Educate clients about technology and channels available to monitor, maintain, and manage their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.

Benefits

• Competitive total rewards package, including base salary and, for eligible roles, commission-based pay and/or discretionary incentive compensation.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed