J.P. Morgan Wealth Management - Private Client Advisor - Garden City, NY

JPMorgan Chase & Co. • Village of Garden City, NY

6d

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 beginning to save to those with significant wealth. You will deliver an exceptional investor experience through advised solutions and referrals to Chase partners, deepening client relationships. The role uses a broad investment product and thought leadership platform alongside digital technology, with a consistent focus on relationship management rather than portfolio management.

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 ability to obtain it within 60 days of starting as a condition of employment.
• Valid and active Life, Health and Long Term Care Insurance license, or ability to obtain it within 60 days of starting as a condition of employment.

Nice To Haves

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

Responsibilities

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

Benefits

• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.
• Eligible employees may receive commission-based pay and/or discretionary incentive compensation in the form of cash and/or forfeitable equity.

What This Job Offers

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