Private Client Advisor — Holistic Wealth & Planning

Testing Site - JPMC; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

J.P. Morgan Chase in New York seeks a Private Client Advisor to offer comprehensive financial planning and personalized investment solutions to individuals and families.

You will build a book of business, rely on leadership and relationship-building skills, and deliver an exceptional investor experience with advised solutions and referrals. The role emphasizes goals-based planning, client education on digital tools, and a holistic view of clients’ needs.

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.
• Commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 license or must be obtained within 60 days of starting in role.
• Active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in role.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advisory services to individuals and families.
• Demonstrate deep understanding of financial markets and sound judgment.
• 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 tools to enhance client experience and remote banking.

Skills

Client acquisition

Relationship building

Goals-based planning

Series 7

Series 66

Education

Bachelor's degree

CFP certification (preferred)

Job description

J.P. Morgan Chase in New York seeks a Private Client Advisor to offer comprehensive financial planning and personalized investment solutions to individuals and families.

You will build a book of business, rely on leadership and relationship-building skills, and deliver an exceptional investor experience with advised solutions and referrals. The role emphasizes goals-based planning, client education on digital tools, and a holistic view of clients’ needs.