Holistic Wealth Advisor – Client Growth & Planning

JPMorgan Chase & Co.; New York (NY); On-site; USD 70,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Private Client Advisor in New York to provide comprehensive financial planning and investment solutions. The role emphasizes building client relationships and delivering personalized service, supported by a strong understanding of financial markets.

Ideal candidates will have at least 2 years of financial advisory experience and hold valid licenses including Series 7 and 66. Join a diverse culture that prioritizes exceptional customer service and innovation.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in client acquisition and relationship management.
• Ability and commitment to goals‑based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Champion team success and foster a culture of diversity.
• Educate clients on technology for better investment management.

Skills

Client acquisition

Relationship management

Financial advising experience

Understanding of financial markets

Education

Bachelor's degree preferred

CFP® certification preferred

Tools

Series 7 License

Series 66 License

Life, Health and Long Term Care Insurance License

Job description

JPMorgan Chase & Co. seeks a Private Client Advisor in New York to provide comprehensive financial planning and investment solutions. The role emphasizes building client relationships and delivering personalized service, supported by a strong understanding of financial markets.

Ideal candidates will have at least 2 years of financial advisory experience and hold valid licenses including Series 7 and 66. Join a diverse culture that prioritizes exceptional customer service and innovation.