Top 297 Wealth management advisor Jobs in Scarsdale, Ny

J.P. Morgan Wealth Management - Select Growth Advisor - West Harrison, NY,
JPMorganChase —West Harrison, NY
- $66,300 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
FINANCIAL ADVISOR (WEALTH MANAGEMENT)
Aegis Capital Corp —Melville, NY
- $50,000 - $125,000 a year
- Full-time
- Background check
- Office
- Business development
Quick Apply
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab —Stamford, CT
- $168,000 - $228,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Paid parental leave
- Employee stock purchase plan
Wealth Management Advisor
Blue Ocean Wealth Solutions —Greenvale, NY
- $90,000 - $130,000 a year
- Full-time
- Mid-level
- Office
- Business development
- Health savings account
- Health insurance
Quick Apply
Wealth Management Associate
Planning Alliance —Woodcliff Lake, NJ
- From $26,000 a year
- Full-time
- Hybrid work
- Finance
- Bachelor's degree
- US work authorization
- Paid training
- Health savings account
Quick Apply
Financial and Wealth Management Advisor - Stamford
Northwestern Mutual —Stamford, CT
- $75,000 - $250,000 a year
- Full-time
- Background check
- Sales
- Marketing
- Paid training
- Health insurance
Quick Apply
Senior Regional Manager, Schwab Wealth Advisory
Charles Schwab —Stamford, CT
- $225,000 - $294,000 a year
- Hybrid work
- 5 years
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
13d
Trust Advisor
City National Bank —New York, NY
- $148,266 - $252,544 a year
- Microsoft Excel
- Research
- Business development
- Health insurance
- Dental insurance
9d
Fast Track to Management-Financial Sales
New York Life Insurance Company/NYLIFE Securities, LLC. —Melville, NY
- $70,000 - $150,000 a year
- Full-time
- Hybrid work
- US work authorization
- Entry level
- Time management
- Health insurance
- Dental insurance
Quick Apply
Wealth Management Advisor - with Full Training & Development Program
Northwestern Mutual —New Canaan, CT
- $75,000 - $159,000 a year
- Full-time
- Background check
- Mid-level
- Financial services
- Health insurance
- Dental insurance
Quick Apply
Bilingual Financial consultant / Management Fast Track Program
New York Life —New York, NY
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- Background check
- Spanish
- Sales
- AD&D insurance
- Disability insurance
Quick Apply
Wealth Management Trainee (NJ)
Bankers Life —Rochelle Park, NJ
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Wealth Management Trainee (NY)
Bankers Life —New Rochelle, NY
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Wealth Management Advisor - with Full Training & Development Program
Northwestern Mutual —Manhattan, NY
- $55,000 - $159,000 a year
- Full-time
- Background check
- Mid-level
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Wealth Manager - Entry Level
Equitable Advisors —New York, NY
- $35,500 - $125,000 a year
- Full-time
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Quick Apply
Financial Advisor - Training & Development Program
Northwestern Mutual —Garden City, NY
- $55,000 - $159,000 a year
- Overtime
- Mid-level
- Office
- Under 1 year
- Health insurance
- Dental insurance
Quick Apply
6d
Wealth Management Trainee (NY)
Bankers Life —Queens, NY
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Advisor - with Full Training & Development Program
Northwestern Mutual —New Hyde Park, NY
- $55,000 - $159,000 a year
- Overtime
- Mid-level
- Office
- Under 1 year
- Health insurance
- Dental insurance
Quick Apply
Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Stamford, CT
- $120,000 - $174,000 a year
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
Senior Wealth Advisor
Current —New York, NY
- $150,000 - $600,000 a year
- Full-time
- Business development
- Mentoring
- Financial services
- Disability insurance
- Health insurance

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wealth management advisor jobs near scarsdale, ny

J.P. Morgan Wealth Management - Select Growth Advisor - West Harrison, NY,

JPMorganChase -
West Harrison, NY

Apply Now

Job Details

Full-time
$66,300 a year

Benefits

Health insurance
Tuition reimbursement
Retirement plan

Qualifications

Customer communication
Customer relationship building
Investment management advisory services
Series 7
Investment client management
Industry trends
Financial product expertise
Customer relationship management
Financial goal setting advisory services
Life & Health Insurance License
Experience practicing in the securities industry
Account management
Financial markets knowledge

Full Job Description

JOB DESCRIPTION

As a Select Growth Advisor to 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 will provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Ideal candidates will possess strong analytical skills, a deep understanding of wealth management, and the ability to collaborate effectively with senior advisors to deepen with and serve clients.

Support a thriving book of business by delivering personalized investment solutions to clients by relying on thought leadership and relationship-building skills. Through a focus on relationship management, you should be able to grow the practice
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Foster a client-centric planning process and ensure implementation of financial planning strategies
Attend product rollouts, ideation calls, and research meetings to stay current on all investment products and services, and showcase the ability to share these updates with clients
Deliver on a client engagement process that supports proactive and reactive communication, including responding to market volatility, providing account reviews with advice, and updating financial plans and goals through our planning software
Provide a holistic view of clients' needs and financial coaching beyond investments
Develop and implement marketing strategy including social media, client-specific presentation materials, and hosting client events
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Champion and support your teammates' success and the goals of the bank, while fostering teamwork and collaboration with partners and cross functional teams

Required qualifications, capabilities, and skills

A minimum of 4 years of financial services experience
Demonstrated success in cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
Demonstrated understanding of investment products and services
Understanding of market performance and market trends
Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently Ability to communicate effectively with clients and team members while maintaining professionalism.
A valid and active Series 7 license is required or must be obtained within 60 days of starting in the role as a condition of employment
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®) or Wealth Management Certified Planner (WMCP) 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

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include 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. Additional details about total compensation and benefits will be provided during the hiring process.

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.

Equal Opportunity Employer/Disability/Veterans

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.

Apply Now

Refine Your Search

wealth management advisor jobs in scarsdale, ny

J.P. Morgan Wealth Management - Select Growth Advisor - West Harrison, NY,

FINANCIAL ADVISOR (WEALTH MANAGEMENT)

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Wealth Management Advisor

Wealth Management Associate

Financial and Wealth Management Advisor - Stamford

Senior Regional Manager, Schwab Wealth Advisory

Trust Advisor

Fast Track to Management-Financial Sales

Wealth Management Advisor - with Full Training & Development Program

Bilingual Financial consultant / Management Fast Track Program

Wealth Management Trainee (NJ)

Wealth Management Trainee (NY)

Wealth Management Advisor - with Full Training & Development Program

Wealth Manager - Entry Level

Financial Advisor - Training & Development Program

Wealth Management Trainee (NY)

Financial Advisor - with Full Training & Development Program

Wealth Advisor, Schwab Wealth Advisory

Senior Wealth Advisor

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