JPMorganChase
J.P. Morgan Wealth Management – Private Client Advisor - New York, NY (Lower Mid
JPMorganChase, New York, New York, us, 10261
Overview
J.P. Morgan Wealth Management – Private Client Advisor – New York, NY (Lower Midtown West). The role involves helping clients with comprehensive financial planning and investment solutions, using a broad product platform, and delivering extraordinary client service while supporting diversity and inclusion. You will represent the brand and interact with clients to offer investment solutions that meet their financial needs. Responsibilities
Champion and support teammates’ success and the bank’s goals, fostering a culture of diversity. Build a book of business and deliver personalized investment solutions through relationship management with a focus on client relationships rather than portfolio management alone. Demonstrate a deep understanding of financial markets and sound business judgment. Exhibit integrity and a commitment to doing right by clients at every opportunity. Educate clients on technology and channels to monitor, maintain, and manage their investments. Provide a holistic view of clients’ needs and financial coaching beyond investments. Embrace digital innovations to help clients become digitally confident and bank how, when, and where they want. Required Qualifications, Capabilities, And Skills
At least 2 years in a Financial Advisor role or equivalent financial services experience. Proven success in client acquisition, cultivating and maintaining client relationships, and collaborating with key partners. Commitment to goals-based planning and advice. Active Series 7 license. 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. 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. Preferred Qualifications, Capabilities, And Skills
Certified Financial Planner (CFP) certification is preferred. Bachelor’s degree preferred. Investment And Insurance Products
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 adviser, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), licensed 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 may not be available in all states. About Us
Chase is a leading financial services firm focused on helping households and small businesses achieve their financial goals through a broad range of products. Our mission is to create engaged, lifelong relationships and place customers at the heart of everything we do. We offer a competitive total rewards package including base salary, potential commission-based pay and/or discretionary incentive compensation, and a range of benefits based on eligibility. Details about total compensation and benefits will be provided during the hiring process. Equal Opportunity Employer
We are an equal opportunity employer and value diversity and inclusion. We do not discriminate on protected attributes and provide reasonable accommodations for applicants' religious practices and for mental health or disability needs. Visit our FAQs for more information about requesting an accommodation. About The Team
Our Consumer & Community Banking division serves Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We lead in credit card sales and deposit growth and provide top digital solutions while striving for high customer satisfaction.
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J.P. Morgan Wealth Management – Private Client Advisor – New York, NY (Lower Midtown West). The role involves helping clients with comprehensive financial planning and investment solutions, using a broad product platform, and delivering extraordinary client service while supporting diversity and inclusion. You will represent the brand and interact with clients to offer investment solutions that meet their financial needs. Responsibilities
Champion and support teammates’ success and the bank’s goals, fostering a culture of diversity. Build a book of business and deliver personalized investment solutions through relationship management with a focus on client relationships rather than portfolio management alone. Demonstrate a deep understanding of financial markets and sound business judgment. Exhibit integrity and a commitment to doing right by clients at every opportunity. Educate clients on technology and channels to monitor, maintain, and manage their investments. Provide a holistic view of clients’ needs and financial coaching beyond investments. Embrace digital innovations to help clients become digitally confident and bank how, when, and where they want. Required Qualifications, Capabilities, And Skills
At least 2 years in a Financial Advisor role or equivalent financial services experience. Proven success in client acquisition, cultivating and maintaining client relationships, and collaborating with key partners. Commitment to goals-based planning and advice. Active Series 7 license. 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. 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. Preferred Qualifications, Capabilities, And Skills
Certified Financial Planner (CFP) certification is preferred. Bachelor’s degree preferred. Investment And Insurance Products
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 adviser, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), licensed 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 may not be available in all states. About Us
Chase is a leading financial services firm focused on helping households and small businesses achieve their financial goals through a broad range of products. Our mission is to create engaged, lifelong relationships and place customers at the heart of everything we do. We offer a competitive total rewards package including base salary, potential commission-based pay and/or discretionary incentive compensation, and a range of benefits based on eligibility. Details about total compensation and benefits will be provided during the hiring process. Equal Opportunity Employer
We are an equal opportunity employer and value diversity and inclusion. We do not discriminate on protected attributes and provide reasonable accommodations for applicants' religious practices and for mental health or disability needs. Visit our FAQs for more information about requesting an accommodation. About The Team
Our Consumer & Community Banking division serves Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We lead in credit card sales and deposit growth and provide top digital solutions while striving for high customer satisfaction.
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