J.P. Morgan Wealth Management - Private Client Advisor - Pleasantville, NY (Pleasantville)
About The Position
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families, supporting clients ranging from those just starting to save to those with significant wealth. You will represent the J.P. Morgan Chase brand and provide 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 meet clients’ financial needs, with a consistent focus on relationship management rather than portfolio management. The position also involves supporting teammates and bank goals while fostering diversity and inclusion, educating clients about technology and available channels, and providing financial coaching and a holistic view of clients’ needs beyond investments.
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.
- A valid and active Series 7 license.
- A valid and active Series 66 (63/65) license, or obtain it within 60 days of starting in the role as a condition of employment.
- A 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 is preferred.
- Bachelor’s degree preferred.
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 focus on relationship management rather than portfolio management.
- Demonstrate understanding of financial markets and sound business judgment.
- Act with integrity and do what is right for clients.
- Educate clients on technology and channels they can use to monitor, maintain, and manage 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.
- Offer comprehensive financial planning and advice to individuals and families, including advised solutions and Chase partner referrals.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
