J.P. Morgan Wealth Management – Private Client Advisor - Midwood

Testing Site - JPMC; New York (NY); On-site; USD 100,000 - 150,000; Full time

Job summary

J.P. Morgan Chase Wealth Management in New York seeks a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families.

You will build a trusted relationship with clients and deliver tailored solutions through coordinated advice and Chase partner referrals. You will guide clients through markets with a focus on goals-based planning, integrating digital tools to monitor and manage investments.

Qualifications

• 2+ years in Financial Advisor role or equivalent financial services experience
• Successful client acquisition and relationship management
• Commitment to goals-based planning and advice
• Active Series 7 license
• Active Series 66 (63/65) license or to be obtained within 60 days
• Active Life, Health and Long Term Care Insurance license or to be obtained within 60 days
• CFP certification preferred
• Bachelor's degree preferred

Responsibilities

• Champion and support teammates’ success and the bank's goals while fostering diversity
• Build a book of business and deliver personalized investment solutions focusing on relationship management
• Demonstrate deep understanding of financial markets and sound judgement
• Exhibit integrity toward clients at every opportunity
• Educate clients on technology and channels to monitor and manage investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients bank digitally and conveniently

Skills

Financial advisory

Client relationships

Goals-based planning

Digital channels

Integrity

Communication

Education

Series 7 license

Series 66 license

Life/Health/LTC license

CFP certification (preferred)

Bachelor's degree (preferred)

Job description

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.