Private Client Advisor: Wealth Planning & Digital Solutions

Testing Site - JPMC

New Rochelle (NY)

On-site

USD 90,000 - 150,000

Full time

14 days+

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Job summary

J.P. Morgan Chase seeks a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and personalized investment solutions to individuals and families. You will cultivate client relationships, educate clients on digital channels, and collaborate with partners to deliver holistic wealth management strategies.

Required licenses (Series 7, Series 66) or within 60 days, plus Life/Health/LTC licenses. A bachelor’s degree is preferred.

Qualifications

2+ years in a Financial Advisor role or equivalent financial services experience.
Demonstrated success in acquiring and maintaining clients and partnering with key teams.
Commitment to goals-based planning and advice.
Licenses: Series 7 and Series 66 (63/65) active or to be obtained within 60 days.
Life, Health and Long Term Care Insurance licenses active or to be obtained within 60 days.

Responsibilities

Build a book of business and deliver personalized investment solutions through relationship-building.
Provide comprehensive financial planning and investment guidance to individuals and families.
Demonstrate deep knowledge of financial markets and sound business judgment.
Uphold integrity and do right by clients at every opportunity.
Educate clients on technology and channels to monitor and manage investments.
Offer holistic financial coaching beyond investments.
Embrace digital tools to enhance client banking experiences.