Private Client Advisor: Wealth Planning & Digital Solutions

JPMorgan Chase & Co.; East Aurora (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Private Client Advisor to deliver comprehensive financial planning and advisory services to individuals and families, building long-term client relationships and providing tailored investment solutions.

You will educate clients on digital tools, collaborate with partners, and strive to deepen client relationships through a holistic view of their financial needs.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven track record in client acquisition and relationship management.
• Ability to provide goals-based planning and advisory services.
• Active Series 7 license.
• Active Series 66 (63/65) or obtaining within 60 days of starting the role.
• Active Life, Health and Long-Term Care insurance license or obtaining within 60 days.

Responsibilities

• Grow a book of business and deliver personalized investment solutions through strong relationship management.
• Provide comprehensive financial planning and advisory services to individuals and families.
• Demonstrate deep understanding of financial markets and sound judgment.
• Act with integrity and prioritize client interests.
• Educate clients on technology and digital channels to monitor investments.
• Offer a holistic view of clients' financial needs beyond investments.
• Support digital adoption to enable clients to bank how, when, and where they want.

Skills

Client acquisition

Relationship building

Financial planning

Market knowledge

Advisory experience

Education

Bachelor's degree

Series 7 license

Series 66 license

Life, Health & LTC license

Tools

CFP (preferred)

Job description

JPMorgan Chase & Co. in New York seeks a Private Client Advisor to deliver comprehensive financial planning and advisory services to individuals and families, building long-term client relationships and providing tailored investment solutions.

You will educate clients on digital tools, collaborate with partners, and strive to deepen client relationships through a holistic view of their financial needs.