Private Client Advisor: Wealth Planning & Digital Solutions

Fairygodboss; Town of Florida (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 investment advice to individuals and families.

You will build lasting client relationships, offer personalized investment solutions, and leverage digital tools to enhance the client experience. The role emphasizes integrity, knowledge of financial markets, and a focus on goals-based planning, with opportunities to collaborate across partners and services.

Qualifications

• Minimum 2 years as Financial Advisor or equivalent in financial services.
• Active Series 7 license and Series 66 (63/65) or ability to obtain within 60 days.
• Life, Health, and Long Term Care insurance licenses required or to be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advisor services to individuals and families.
• Demonstrate deep understanding of financial markets and prudent judgement.
• Maintain integrity and act in clients' best interests at all times.
• Educate clients on digital tools and channels for monitoring investments.
• Offer holistic financial coaching beyond investments.
• Leverage Chase referrals to deepen client relationships.

Skills

Client acquisition

Relationship management

Goals-based planning

Investment guidance

Education

Bachelor's degree

CFP certification

Tools

Series 7

Series 66

Job description

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

You will build lasting client relationships, offer personalized investment solutions, and leverage digital tools to enhance the client experience. The role emphasizes integrity, knowledge of financial markets, and a focus on goals-based planning, with opportunities to collaborate across partners and services.