Private Client Advisor: Holistic Wealth Planning

Aumni; New York (NY); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Competitive total rewards package

On-site health and wellness centers

Retirement savings plan

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You will build lasting client relationships, rely on leadership skills, and provide advised solutions through Chase Wealth Management.

You will integrate with partners to deepen client relationships, while maintaining a high standard of integrity and a strong commitment to diversity and inclusion at the firm.

Qualifications

• Minimum 2 years in a Financial Advisor or equivalent role.
• Demonstrated success in acquiring and maintaining clients and collaborating with partners.
• Active Series 7 license and Series 66 or obtain within 60 days of start.
• Active Life, Health and Long-Term Care insurance license or obtain within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide holistic financial planning and investment guidance to individuals and families.
• Demonstrate deep understanding of financial markets and prudent judgement.
• Maintain integrity and always act in the client’s best interest.
• Educate clients on technology and digital channels for monitoring investments.
• Offer comprehensive financial coaching beyond investments.
• Leverage Chase referrals to deepen client relationships.

Skills

Financial advisory

Client acquisition

Relationship management

Series 7

Series 66

Insurance license

Education

Bachelor's degree

CFP certification preferred

Tools

None

Job description

J.P. Morgan Chase is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You will build lasting client relationships, rely on leadership skills, and provide advised solutions through Chase Wealth Management.

You will integrate with partners to deepen client relationships, while maintaining a high standard of integrity and a strong commitment to diversity and inclusion at the firm.