Private Client Advisor - Build Wealth and Digital Solutions

JPMorgan Chase & Co.; Town of Monroe (NY); On-site; USD 58,000 - 71,000; Full time

Job summary

J.P. Morgan Chase Wealth Management in Monroe, NY is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build trusted client relationships, provide tailored investment solutions, and collaborate with partners to meet client goals. The role requires at least 2 years in a financial advisory capacity, active Series 7 and Series 66 licenses (or obtain within 60 days), and Life/Health/LTC insurance licenses.

Qualifications

• 2+ years in a Financial Advisor role or equivalent experience
• Demonstrated success in client acquisition and relationship management
• Commitment to goals-based planning and advisory approach
• Active Series 7 and Series 66 (63/65) licenses or obtain within 60 days of start
• Life, Health and Long Term Care Insurance licenses or obtain within 60 days of start

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients
• Provide comprehensive financial planning and investment guidance
• Demonstrate deep understanding of financial markets and sound judgment
• Maintain integrity and client-first mindset in all interactions
• Educate clients on digital tools and channels for monitoring investments
• Offer holistic financial coaching beyond investments

Skills

Client relationship management

Goal-based financial planning

Financial markets knowledge

Education

Series 7 license

Series 66 license (63/65)

Life, Health & LTC Insurance license

CFP certification (preferred)

Tools

CRM experience

Job description

J.P. Morgan Chase Wealth Management in Monroe, NY is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build trusted client relationships, provide tailored investment solutions, and collaborate with partners to meet client goals. The role requires at least 2 years in a financial advisory capacity, active Series 7 and Series 66 licenses (or obtain within 60 days), and Life/Health/LTC insurance licenses.