JPMorgan Chase Chase Wealth Management - Private Client Advisor (Rockville Centre) in Rockville Centre, New York
Chase Private Client - Private Client Advisor
As a Private Client Advisor, you will acquire and deepen relationships with clients through comprehensive needs based marketing and promotion of Investment products within our branch environment. You will work with the Branch Team to identify client needs, analyze customer information, define investment goals, build plans and make recommendations for client to achieve their investment goals and objectives through individual investment strategies while meeting your asset and revenue targets. A successful Private Client Advisor will be able to advise clients with complex investment relationships on asset allocation and portfolio construction for strategic and tactical decisions as well as market and implement investment solutions in accordance with the client's asset allocation. Private Client Advisors are expected to Coach Personal Bankers (licensed) on recommendations and educate them on our investment products and services. This position requires you to conform to legal and regulatory requirements and guidelines associated with state insurance and securities regulators, FINRA, SEC, JP Morgan Securities LLC and JPMorgan Chase. You will also be required to demonstrate technical expertise, strong revenue results and asset growth in investments and fiduciary products, and strong interpersonal skills as well as provide exceptional client service.
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
JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC (JPMS), a 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. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
At least 5 years of customer-facing investment, insurance and financial profiling and sales experience experience (phone-based sales a plus)
Excellent communication and organizational skills
The following license groups are required: 7, 63 and 65 series; alternatively 7 & 66 series required in addition to meeting FINRA continuing education requirements and the appropriate state Group 1 - Life and Variable Annuity License required
Strong compliance record in prior position(s)
Ability to create and foster strong partnerships with the branch employees and business partners
Track record that demonstrates exceptional ability to grow revenue, assets and client base
High achiever with entrepreneurial spirit
Strong business and investments acumen
Investment, insurance and financial planning experience required
Excellent track record from a legal and consummation of sale perspective
Bachelors degree preferred
JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.