JPMorganChase
J.P. Morgan Wealth Management – Private Client Advisor - Queens, NY (West)
JPMorganChase, New York, New York, us, 10261
J.P. Morgan Wealth Management – Private Client Advisor - Queens, NY (West)
Join to apply for the
J.P. Morgan Wealth Management – Private Client Advisor - Queens, NY (West)
role at
JPMorgan Chase . Job Description
At J.P. Morgan Chase, we are passionate about helping clients, caring for our employees, building relationships, and delivering exceptional customer service, all while maintaining a strong commitment to diversity and inclusion. Utilizing a broad investment product platform and cutting-edge digital technology, you will represent our brand and interact with clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will provide comprehensive financial planning and advice to individuals and families, supporting clients from those just starting to save to those with significant wealth. You will deliver an exceptional investor experience by offering advised solutions and Chase partner referrals to deepen client relationships. Job Responsibilities
Support your teammates’ success and the bank’s goals while fostering a culture of diversity. Build a book of business and deliver personalized investment solutions based on relationship management, not portfolio management. Demonstrate a deep understanding of financial markets and sound business judgment. Uphold integrity and do right by clients at every opportunity. Educate clients on available technology and channels to better monitor and manage 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. Required Qualifications, Capabilities, and Skills
At least 2 years in a Financial Advisor role or equivalent financial services experience. Success in client acquisition, relationship cultivation, and partnership integration. Commitment to goals-based planning and advice. Valid and active Series 7 license. Valid and active Series 66 (63/65) license or obtain within 60 days of employment. Valid and active Life, Health, and Long Term Care Insurance license or obtain within 60 days of employment. Preferred Qualifications, Capabilities, and Skills
Certified Financial Planning (CFP) certification is preferred. Bachelor’s degree preferred. Additional Information
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. Insurance products are offered through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency. Our offerings are subject to investment risks, including possible loss of principal. About Us
J.P. Morgan Chase is a leading financial services firm committed to creating lifelong relationships and helping clients achieve their financial goals. We offer a comprehensive rewards package, including salary, bonuses, benefits, and programs supporting employee well-being and development. We value diversity and are an equal opportunity employer, making reasonable accommodations for applicants and employees. About The Team
Our Consumer & Community Banking division serves a broad range of financial needs, including personal banking, credit cards, mortgages, and investment advice. J.P. Morgan Wealth Management, part of this division, manages approximately $400 billion in assets with around 4,000 advisors across numerous branches and offices. We are dedicated to fostering diverse talent and delivering exceptional service to our clients.
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Join to apply for the
J.P. Morgan Wealth Management – Private Client Advisor - Queens, NY (West)
role at
JPMorgan Chase . Job Description
At J.P. Morgan Chase, we are passionate about helping clients, caring for our employees, building relationships, and delivering exceptional customer service, all while maintaining a strong commitment to diversity and inclusion. Utilizing a broad investment product platform and cutting-edge digital technology, you will represent our brand and interact with clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will provide comprehensive financial planning and advice to individuals and families, supporting clients from those just starting to save to those with significant wealth. You will deliver an exceptional investor experience by offering advised solutions and Chase partner referrals to deepen client relationships. Job Responsibilities
Support your teammates’ success and the bank’s goals while fostering a culture of diversity. Build a book of business and deliver personalized investment solutions based on relationship management, not portfolio management. Demonstrate a deep understanding of financial markets and sound business judgment. Uphold integrity and do right by clients at every opportunity. Educate clients on available technology and channels to better monitor and manage 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. Required Qualifications, Capabilities, and Skills
At least 2 years in a Financial Advisor role or equivalent financial services experience. Success in client acquisition, relationship cultivation, and partnership integration. Commitment to goals-based planning and advice. Valid and active Series 7 license. Valid and active Series 66 (63/65) license or obtain within 60 days of employment. Valid and active Life, Health, and Long Term Care Insurance license or obtain within 60 days of employment. Preferred Qualifications, Capabilities, and Skills
Certified Financial Planning (CFP) certification is preferred. Bachelor’s degree preferred. Additional Information
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. Insurance products are offered through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency. Our offerings are subject to investment risks, including possible loss of principal. About Us
J.P. Morgan Chase is a leading financial services firm committed to creating lifelong relationships and helping clients achieve their financial goals. We offer a comprehensive rewards package, including salary, bonuses, benefits, and programs supporting employee well-being and development. We value diversity and are an equal opportunity employer, making reasonable accommodations for applicants and employees. About The Team
Our Consumer & Community Banking division serves a broad range of financial needs, including personal banking, credit cards, mortgages, and investment advice. J.P. Morgan Wealth Management, part of this division, manages approximately $400 billion in assets with around 4,000 advisors across numerous branches and offices. We are dedicated to fostering diverse talent and delivering exceptional service to our clients.
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