J.P. Morgan Wealth Management – Private Client Advisor - Webster, NY
a day ago
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OnsiteFull-timeMid
Summary
J.P. Morgan Chase is seeking a Private Client Advisor to join their team in Webster, NY. The role involves offering comprehensive financial planning and advice to individuals and families, supporting a wide range of clients from those just starting to save to those with significant wealth.
About the Role
As a Private Client Advisor in Chase Wealth Management, you will build a book of business and deliver personalized investment solutions to clients. Your responsibilities include championing teammate success, demonstrating a deep understanding of financial markets, providing holistic financial coaching, and embracing digital innovations to enhance client engagement.
About You
Required:
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition and maintaining client relationships.
- A valid and active Series 7 license.
- A valid and active Series 66 (63/65) license or must be obtained within 60 days of starting.
- A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting.
Preferred:
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Benefits
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets. We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services. Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms © 2024 JPMorgan Chase & Co. All rights reserved. JPMorganChase is an Equal Opportunity Employer, including Disability/Veterans.
Webster, NY