Private Client Advisor: Holistic Wealth Planning

JPMorgan Chase & Co.; New York (NY); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health coverage

Retirement savings plan

On-site health centers

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. in New York seeks a Private Client Advisor to deliver comprehensive financial planning and tailored investment solutions for individuals and families.

You will build lasting client relationships, provide guidance across wealth management, and collaborate with partners to meet client goals. The role emphasizes education on digital tools, a client-first mindset, and a commitment to integrity.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven 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

Responsibilities

• Champion and support teammates' success and the bank's goals, fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to clients through leadership and relationship-building, focusing on relationship management
• Demonstrate deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity and do what's best for clients
• Educate clients on technology and channels to monitor, maintain, and handle investments
• Provide a holistic view of clients' needs and financial coaching beyond investments
• Embrace digital innovations to help clients be digitally confident and bank when, where, and how they want

Skills

Client acquisition

Relationship building

Financial planning

Financial markets knowledge

Regulatory compliance

Integrity

Digital tools

Job description

JPMorgan Chase & Co. in New York seeks a Private Client Advisor to deliver comprehensive financial planning and tailored investment solutions for individuals and families.

You will build lasting client relationships, provide guidance across wealth management, and collaborate with partners to meet client goals. The role emphasizes education on digital tools, a client-first mindset, and a commitment to integrity.