Wealth Management Specialist, Sr. jobs in Nassau, NY
Wealth Management Specialist, Sr. develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Wealth Management Specialist, Sr. keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Wealth Management Specialist, Sr. follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. Typically has the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist, Sr. work is highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. To be a Wealth Management Specialist, Sr. typically requires 7+ years of related experience. (Copyright 2024 Salary.com)
Recently Added Wealth Management Specialist, Sr. jobs
J.P. Morgan Wealth Management - Private Client Advisor - Albany, NY
- JPMC Candidate Experience page
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Albany, NY
FULL_TIME
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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. - 13 Days Ago
J.P. Morgan Wealth Management – Private Client Advisor - Albany, NY
- JPMC Candidate Experience page
-
Albany, NY
FULL_TIME
- 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, fro...
- 1 Month Ago
J.P. Morgan Wealth Management – Private Client Advisor - Albany, NY
- JPMorgan Chase
-
Albany, NY
FULL_TIME
- 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, fro...
- 2 Months Ago
Labeling Process Management (LPM), Sr Associate
- Advanced Bio-Logic Solutions Corp
-
Albany, NY
FULL_TIME
- Description: Note: This will be a Hybrid Role. Requesting local candidates to San Francisco as the role will require the EW to be onsite, in the Lab at least 3 days a week. With remote work being avai...
- 2 Days Ago
Labeling Process Management (LPM), Sr Associate
- Donatech Corporation
-
Albany, NY
FULL_TIME
- Position would require the candidate to be a W2 employee of DonatechUS Citizenship/Permanent Resident RequiredFULLY REMOTEThe purpose of the Global Labeling Strategy and Compliance (LSC) group is to d...
- 1 Month Ago
LOGISTICS MANAGEMENT SPECIALIST
- Army National Guard Units
-
Latham, NY
FULL_TIME
- THIS IS A NATIONAL GUARD TITLE 32 EXCEPTED SERVICE POSITION. This National Guard position is for a LOGISTICS MANAGEMENT SPECIALIST, Position Description Number D2196000 and is part of the LOGISTICS, N...
- 9 Days Ago
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0 Wealth Management Specialist, Sr. jobs found in Nassau, NY area
CWM - Goldman Sachs Ayco Personal Financial Management - Marketing Operations, Associate Albany, NY
- Goldman Sachs
-
Albany, NY
- MORE ABOUT THIS JOB: Consumer and Wealth Management (CWM) Across Consumer and Wealth Management (CWM), Goldman Sachs hel...
- 4/19/2024 12:00:00 AM
Finance Specialist - Faculty Practice Support
- Albany Medical Center
-
Albany, NY
- Department/Unit: Budget & Planning Work Shift: Day (United States of America) Salary Range: $65,057.00 - $107,343.00 Thi...
- 4/18/2024 12:00:00 AM
NY FarmNet Financial Consultant, FarmNet: SC Johnson College of Business - Oneonta, New York
- Cornell University
-
Albany, NY
- The SC Johnson College of Business: Leading at the intersection of people, business, and technology, the Cornell SC John...
- 4/18/2024 12:00:00 AM
Financial Aid Representative
- Mildred Elley
-
Albany, NY
- Mildred Elley, a private, multi campus institution of higher learning, is seeking a Financial Aid Representative for app...
- 4/18/2024 12:00:00 AM
Goldman Sachs Personal Financial Management Product Manager, Vice President - New York
- Goldman Sachs
-
Albany, NY
- MORE ABOUT THIS JOB: Consumer and Wealth Management (CWM) Across Consumer and Wealth Management (CWM), Goldman Sachs hel...
- 4/16/2024 12:00:00 AM
NY FarmNet Financial Consultant, FarmNet: SC Johnson College of Business - Albany, New York
- Cornell University
-
Albany, NY
- The SC Johnson College of Business: Leading at the intersection of people, business, and technology, the Cornell SC John...
- 4/16/2024 12:00:00 AM
General Dentist - Colonie, NY
- 1st Advantage Dental
-
Albany, NY
- General Dentist First Advantage Dental Group Colonie location in Albany is looking for a General Dentist to join our tea...
- 4/4/2024 12:00:00 AM
General Dentist - Bethlehem, NY
- 1st Advantage Dental
-
Delmar, NY
- General Dentist First Advantage Dental Group a thriving Bethlehem, NY is looking for a General Dentist to join our team....
- 4/2/2024 12:00:00 AM
About Nassau, New York
Nassau, the name of several places in New York State, may refer to:
Nassau (village), New York
Nassau (town), New York
Nassau County, New York
Nassau Island, former name of Long Island...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$121,528 to $174,134
Nassau, New York area prices
were up 1.5% from a year ago
were up 1.5% from a year ago