J.P. Morgan Wealth Management - Private Client Advisor - Brooklyn, NY

TwinThread; New York (NY); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Onsite wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in New York to provide comprehensive financial planning and advice to clients. You will build relationships and provide personalized investment solutions, championing client success at every stage.

The ideal candidate will have at least 2 years of experience in a financial advisor role, demonstrating successful client acquisition and relationship management, along with required financial licenses. A competitive rewards package including salary, commission, and benefits is offered.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Success in client acquisition and maintaining relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Champion and support teammates’ success.
• Build a book of business with personalized investment solutions.
• Educate clients on technology to manage investments.

Skills

Client acquisition

Relationship management

Financial planning

Financial markets knowledge

Digital confidence

Education

Bachelor’s degree

CFP certification

Tools

Series 7 license

Series 66 or 63/65 license

Life, Health and Long Term Care Insurance license

Job description

Overview

At J.P. Morgan Chase, we are committed to helping our clients, caring for our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. By leveraging a broad investment product platform and cutting‑edge digital technology, you will represent our brand and engage clients to provide the best investment solutions for 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, focusing on relationship management rather than 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 (or 63/65) license is required or must be obtained within 60 days of starting the role.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting the role.

Preferred Qualifications, Capabilities, and Skills

• Certified Financial Planning (CFP) certification is preferred.
• Bachelor’s degree preferred.

Compensation & Benefits

We offer a competitive total rewards package including base salary determined by role, experience, skill set and location. 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. A range of benefits and programs support employee needs, including comprehensive health care coverage, onsite wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.

Equal Employment Opportunity

We are an equal‑opportunity employer and place a high value on diversity and inclusion. 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.

For more information about requesting an accommodation, please visit our FAQ page.

Equal Opportunity Employer / Disability / Veterans.