Private Client Advisor: Holistic Wealth Planning

Aumni; Buffalo (NY); On-site; USD 85,000 - 130,000; Full time

Job summary

J.P. Morgan Chase's Chase Wealth Management seeks a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families.

You will support clients from initial planning to implementing advised solutions and leveraging Chase partner referrals to deepen relationships. You’ll grow a book of business through relationship management, stay informed on markets, and educate clients on digital tools to monitor and manage investments with integrity and

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience
• Demonstrated success in client acquisition and relationship management
• Demonstrated ability to provide goals-based planning and advice
• A valid and active Series 7 license
• A valid and active Series 66 (63/65) license or must be obtained within 60 days of starting
• A valid Life, Health and Long Term Care license or must be obtained within 60 days of starting

Responsibilities

• Build a book of business and deliver personalized investment solutions
• Provide comprehensive financial planning and investment advice
• Demonstrate deep understanding of financial markets and sound judgment
• Educate clients on technology and channels to monitor investments
• Collaborate with partners to deepen client relationships
• Embrace digital tools to enhance client experience

Skills

Client relationships

Financial planning

Goals-based advice

Licensing (Series 7/66)

Education

CFP

Bachelor's degree preferred

Job description

J.P. Morgan Chase's Chase Wealth Management seeks a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families.

You will support clients from initial planning to implementing advised solutions and leveraging Chase partner referrals to deepen relationships. You’ll grow a book of business through relationship management, stay informed on markets, and educate clients on digital tools to monitor and manage investments with integrity and