Private Client Advisor: Holistic Wealth Planning

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

Job summary

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

You will support a diverse client base, building trusted relationships and delivering tailored solutions through our digital and advisory platforms. You will help clients monitor and optimize their investments, leveraging a broad investment product and leadership platform while aligning with regulatory standards and the

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.
• 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 with a focus on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity that aligns with doing right by clients at every opportunity.
• 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 become more digitally confident and bank when, where, and how they want.

Skills

Relationship-building

Client acquisition

Goals-based planning

Financial planning

Market insight

Education

Bachelor’s degree preferred

CFP certification preferred

Job description

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

You will support a diverse client base, building trusted relationships and delivering tailored solutions through our digital and advisory platforms. You will help clients monitor and optimize their investments, leveraging a broad investment product and leadership platform while aligning with regulatory standards and the