Private Client Advisor – Wealth Growth & Digital Solutions

JPMorgan Chase & Co.

City of Syracuse (NY)

On-site

USD 90,000 - 150,000

Full time

14 days+

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Job summary

JPMorgan Chase & Co. in New York invites you to join Chase Wealth Management as a Private Client Advisor. You will provide comprehensive financial planning and investment guidance to individuals and families, helping them reach their financial goals with a client-centric, relationship-focused approach.

You'll build a book of business, collaborate with partners, and stay informed on market developments to deliver tailored solutions while prioritizing integrity and exceptional client service.

Qualifications

At least 2 years in a financial advisory role
Proven client acquisition and relationship management
Strong goals-based planning experience
Active Series 7 and Series 66 licenses or ability to obtain within 60 days
Life, Health and Long-Term Care licenses required or to be obtained within 60 days

Responsibilities

Build a book of business and deliver personalized investment solutions
Demonstrate understanding of financial markets and sound judgement
Educate clients on technology and channels to monitor investments
Provide holistic view of clients’ needs and financial coaching
Embrace digital tools to enable online and mobile banking

Skills

Relationship-building

Client acquisition

Goals-based planning

Financial markets

Communication skills

Education

Bachelor's degree

Tools

Series 7

Series 66 (63/65)

Life/Health/Long Term Care license

Job description

You'll build a book of business, collaborate with partners, and stay informed on market developments to deliver tailored solutions while prioritizing integrity and exceptional client service.

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