J.p. morgan wealth management - private client advisor - new hyde park, ny
Company: Jpmorgan Chase & Co
Location: New Hyde Park
Posted on: April 20, 2024
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Job Description:
JOB DESCRIPTION At 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 responsibilities Champion and support your
teammates' success and the goals of the bank, while fostering a
culture of diversity Build 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
management Demonstrate a deep understanding of financial markets
and sound business judgement Exhibit unwavering integrity that
points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and
channels available to them to better monitor, maintain, and handle
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 Demonstrated success in client
acquisition, cultivating and maintaining client relationships, and
integrating with key partners Demonstrated ability and commitment
to goals-based planning and advice A valid and active Series 7 A
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
employment - A 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 employment Preferred
qualifications, capabilities, and skills Certified Financial
Planning (CFP) certification is preferred Bachelor's degree
preferred INVESTMENT 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.ABOUT US JPMorgan Chase & Co., one of the oldest financial
institutions, offers innovative financial solutions to millions of
consumers, small businesses and many of the world's most prominent
corporate, institutional and government clients under the
J.P.Morgan and Chase brands.Our history spans over 200 years and
today we are a leader in investment banking, consumer and small
business banking, commercial banking, financial transaction
processing and asset management.We recognize that our people are
our strength and the diverse talents they bring to our global
workforce are directly linked to our success.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.We
also make reasonable accommodations for applicants' and employees'
religious practices and beliefs, as well as mental health or
physical disability needs.Visit our - FAQs -for more information
about requesting an accommodation.ABOUT THE TEAM Our Consumer &
Community Banking division serves our 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're proud to lead the U.S.in credit
card sales and deposit growth and have the most-used digital
solutions - all while ranking first in customer satisfaction.We are
here to help you manage your money with checking, savings and
credit cards, combining the latest banking technology with
comprehensive solutions to meet the financial needs of nearly half
of U.S.households.
Keywords: Jpmorgan Chase & Co, New York , J.p. morgan wealth management - private client advisor - new hyde park, ny, Executive , New Hyde Park, New York
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