Private Client Advisor
Not Disclosed•Full-TimeOn-site
location_onAdams Street, Downtown Brooklyn, Brooklyn, Kings County, New York, 11242, United States
About the Team
At J.P. Morgan Chase, we are driven by an enthusiasm for helping our clients, taking care of our employees, and building lasting relationships. As a leading financial services firm, our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We help nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products and thought leadership.
About the Role
As a Private Client Advisor in Chase Wealth Management, you will be front and center representing our brand and interacting with clients to offer the best investment solutions to meet their financial needs. Using a broad investment product platform along with cutting-edge digital technology, you will provide comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You will deliver an exceptional investor experience by offering advised solutions and partner referrals that deepen client relationships. This role focuses on relationship management rather than portfolio management, requiring you to provide a holistic view of clients' needs and financial coaching beyond just investments. You will also embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.
Hiring Process
Additional details about the hiring process and total compensation will be provided during the interview stages.
Equal Opportunity & Culture
We recognize that our people are our strength and that the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy, or disability.
We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Work location
Work model: On-site
Adams Street, Downtown Brooklyn, Brooklyn, Kings County, New York, 11242, United States
New York, New York
Key Responsibilities
- check_circleBuild a book of business and deliver personalized investment solutions to clients
- check_circleProvide comprehensive financial planning and advice to individuals and families
- check_circleOffer holistic financial coaching and support beyond investment products
- check_circleDeepen client relationships through advised solutions and partner referrals
- check_circleChampion team success and foster a culture of diversity and inclusion
- check_circleEmbrace digital innovations to help clients become more digitally confident
- check_circleEducate clients on digital tools and channels to monitor and manage investments
Requirements
- verifiedAt least 2 years in a Financial Advisor role or equivalent financial services experience
- verifiedValid and active Series 7 license
- verifiedValid and active Series 66 (63/65) license or must be obtained within 60 days
- verifiedValid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days
Nice to Have
Certified Financial Planning (CFP®) certification. Bachelor's degree.
Benefits & Perks
check_circleComprehensive health care coveragecheck_circleOn-site health and wellness centerscheck_circleRetirement savings plancheck_circleBackup childcareTuition reimbursement
