Private Client Advisor: Wealth Planning & Digital

Testing Site - JPMC; New York (NY); On-site; USD 100,000 - 180,000; Full time

Job summary

J.P. Morgan Chase in New York seeks a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and investment guidance to individuals and families. You will provide advice, referrals, and an exceptional client experience across digital and traditional channels.

The role emphasizes relationship-building, integrity, and a strong client-centric approach in a dynamic wealth management environment.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 license required.
• Active Series 66 (63/65) license required or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care insurance licenses required or must be obtained within 60 days.
• CFP certification preferred; bachelor's degree preferred.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide holistic financial planning and investment advice.
• Demonstrate understanding of financial markets and sound judgement.
• Maintain client relationships and collaborate with partners.
• Educate clients on technology and channels to monitor investments.

Skills

2+ years in financial advisor role

Client acquisition

Goal-based planning

Series 7

Series 66 (63/65)

Life/Health/LTC license

Education

Bachelor’s degree preferred

CFP certification preferred

Tools

None

Job description

J.P. Morgan Chase in New York seeks a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and investment guidance to individuals and families. You will provide advice, referrals, and an exceptional client experience across digital and traditional channels.

The role emphasizes relationship-building, integrity, and a strong client-centric approach in a dynamic wealth management environment.