Private Client Advisor — Holistic Wealth & Digital Advisory

JPMorgan Chase & Co.; Town of Florida (NY); On-site; USD 70,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in New York is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and personalized investment solutions for individuals and families.

You will build client relationships, offer advised solutions, and leverage Chase referrals to deepen client engagement while embracing digital tools to enhance the investor experience.

Qualifications

• 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 license is required.
• 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.

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.
• 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

Skills

Relationship-building

Client acquisition

Financial advice

Communication skills

Integrity/ethics

Education

Series 7 license

Series 66 license (63/65)

Life, Health and LTC license

Bachelor's degree (preferred)

CFP certification (preferred)

Job description

JPMorgan Chase & Co. in New York is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and personalized investment solutions for individuals and families.

You will build client relationships, offer advised solutions, and leverage Chase referrals to deepen client engagement while embracing digital tools to enhance the investor experience.