Private Client Advisor — Wealth Planning & Digital Solutions

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

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will support a broad client base, deliver advised solutions, and collaborate with Chase partners to deepen client relationships. You will build a book of business, stay current on market trends, and educate clients on digital tools to monitor and manage investments, all while upholding the firm’s commitment to integrity and

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• Active Series 7; Series 66 (63/65) must be obtained within 60 days of starting in role.
• Active Life, Health and Long Term Care Insurance license required or to be obtained within 60 days.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to clients with a focus on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Exhibit integrity that prioritizes doing right by clients at every opportunity.
• Educate clients on technology and channels to monitor, maintain, and handle investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients be digitally confident and bank how they want.

Skills

Client acquisition

Relationship management

Financial market knowledge

Integrity/ethics

Digital channel proficiency

Education

Bachelor’s degree (preferred)

CFP certification (preferred)

Tools

Series 7 license

Series 66 license (63/65) required within 60 days

Life/Health/Long-Term Care license required within 60 days

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will support a broad client base, deliver advised solutions, and collaborate with Chase partners to deepen client relationships. You will build a book of business, stay current on market trends, and educate clients on digital tools to monitor and manage investments, all while upholding the firm’s commitment to integrity and