About this opportunity
Chase lists this J.P. Morgan Wealth Management – Private Client Advisor - Westchester East opportunity in port chester, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Private Client AdvisorAt J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer 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 provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.Job responsibilitiesChampion and support your teammates' success and the goals of the bank, while fostering a culture of diversityBuild a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio managementDemonstrate a deep understanding of financial markets and sound business judgementExhibit unwavering integrity that points toward doing right by clients at every opportunityDemonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investmentsProvide a holistic view of clients' needs and financial coaching beyond investmentsEmbrace digital innovations to help clients become more digitally confident and bank when, where, and how they wantRequired qualifications, capabilities, and skillsAt least 2 years in a Financial Advisor role or equivalent financial services experienceDemonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partnersDemonstrated ability and commitment to goals-based planning and adviceA valid and active Series 7A 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 employmentA 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 employmentPreferred qualifications, capabilities, and skillsCertified Financial Planning (CFP®) certification is preferredBachelor's degree preferredInvestment and insurance products are: NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Worksite address
port chester, NY, 10573, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.