Private Client Advisor: Wealth Planning & Digital Coaching

JPMorganChase; Village of Brewster (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions for individuals and families.

You will support clients from saving to significant wealth, offering advised solutions and leveraging partner referrals to deepen relationships. The role emphasizes integrity, client-first service, and ongoing education on digital tools to monitor and manage investments.

Qualifications

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

Responsibilities

• Build a book of business and deliver personalized investment solutions using leadership and relationship-building skills.
• Provide holistic financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound business judgement.
• Educate clients on technology and channels to monitor and manage investments.
• Partner referrals to deepen client relationships and expand service offerings.
• Embrace digital innovations to enhance client experience and availability.

Skills

Series 7

Series 66

Life/Health/LTC license

Client acquisition

Relationship building

Education

Bachelor's degree (preferred)

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions for individuals and families.

You will support clients from saving to significant wealth, offering advised solutions and leveraging partner referrals to deepen relationships. The role emphasizes integrity, client-first service, and ongoing education on digital tools to monitor and manage investments.