Private Client Advisor: Personal Wealth & Digital Guidance

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

Job summary

JPMorgan Chase & Co. in New York, NY, is seeking a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families. You will build trust-based relationships and offer advised solutions with Chase partners to deepen client engagement.

The role emphasizes goals-based planning, understanding markets, and delivering an exceptional investor experience through digital tools and personalized coaching, with a focus on holistic wealth management.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in acquiring and cultivating clients and partnerships.
• Ability to deliver goals-based financial advice.
• A valid and active Series 7 license.
• A valid and active Series 66 license or must obtain within 60 days.
• A valid Life, Health and Long-Term Care license or must obtain within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions with a relationship focus.
• Demonstrate deep understanding of financial markets and sound judgment.
• Educate clients on technology and channels to monitor investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital tools to help clients access services anytime, anywhere.

Skills

Client acquisition

Relationship building

Goals-based planning

Financial markets knowledge

Education

Bachelor's degree

CFP certification (preferred)

Job description

JPMorgan Chase & Co. in New York, NY, is seeking a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families. You will build trust-based relationships and offer advised solutions with Chase partners to deepen client engagement.

The role emphasizes goals-based planning, understanding markets, and delivering an exceptional investor experience through digital tools and personalized coaching, with a focus on holistic wealth management.