Morgan Wealth Management Professional

3 weeks ago


Scarsdale, New York, United States JPMorganChase Full time
Job Overview

At JPMorgan Chase, we are seeking a highly skilled and motivated Private Client Advisor to join our Wealth Management team. As a Private Client Advisor, you will be responsible for providing comprehensive financial planning and advice to individuals and families, helping them achieve their financial goals and objectives.

Key Responsibilities
  • Develop and implement personalized financial plans for clients, taking into account their unique financial situations and goals.
  • Provide ongoing financial guidance and advice to clients, helping them navigate complex financial decisions and stay on track with their financial plans.
  • Build and maintain strong relationships with clients, understanding their needs and preferences, and delivering exceptional customer service.
  • Stay up-to-date with market trends and economic conditions, using this knowledge to inform client advice and recommendations.
  • Collaborate with other Wealth Management professionals to ensure seamless delivery of services to clients.
Requirements
  • At least 2 years of experience in a financial advisory role or equivalent experience in the financial services industry.
  • Demonstrated success in client acquisition, relationship-building, and financial planning.
  • Valid Series 7 and Series 66 (63/65) licenses, or ability to obtain within 60 days of starting in the role.
  • Valid Life, Health and Long Term Care Insurance license, or ability to obtain within 60 days of starting in the role.
Preferred Qualifications
  • Certified Financial Planning (CFP) certification.
  • Bachelor's degree in a related field.

We offer a competitive total rewards package, including base salary, commission-based pay, and discretionary incentive compensation. We also offer a range of benefits and programs to meet employee needs, including comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more.

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, or any other basis protected under applicable law.



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