J.P. Morgan Wealth Management – Private Client Advisor - Jersey City, New Jersey - Bilingual Spanish/English Preferred

JPMorganChase • Jersey City, NJ

23h • Onsite

About The Position

At J.P. Morgan Chase, we are dedicated to helping clients, supporting employees, building relationships, and delivering exceptional customer service with a strong commitment to diversity and inclusion. As a Private Client Advisor in Chase Wealth Management, you will leverage a broad investment product platform, thought leadership, and digital technology to represent the brand and interact with clients. Your role involves offering comprehensive financial planning and advice to individuals and families, from new savers to those with significant wealth. You will provide an exceptional investor experience through advised solutions and referrals to Chase partners, aiming to deepen client relationships.

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
• A valid and active Series 66 (63/65) license is required or must be obtained 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 is required or must be obtained 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
• Bilingual fluency: Spanish and English

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills, with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees