Private Client Advisor - Wealth Planning & Digital Tools

JPMorgan Chase & Co.; Plainview (NY); On-site; USD 110,000 - 170,000; Full time

Job summary

J.P. Morgan Chase in New York seeks a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions for individuals and families.

You will build a client-centric book of business, rely on leadership and relationship-building skills, and focus on holistic wealth management rather than portfolio alone. The role emphasizes integrity, market understanding, and leveraging digital tools to enhance client experiences.

Qualifications

• At least 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
• Must hold or obtain Series 7 within 60 days of starting in the role as a condition of employment
• Must hold or obtain Series 66 (63/65) license within 60 days of starting in the role as a condition of employment
• Must hold or obtain Life, Health and Long Term Care Insurance license within 60 days of starting in the role as a condition of employment

Responsibilities

• Champion and support teammates’ success and the bank’s goals while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions focusing on relationship management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that guides client outcomes
• Educate clients on technology and channels to better monitor and manage 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

Relationship-building

Client acquisition

Goals-based planning

Financial markets understanding

Integrity

Digital literacy

Education

Bachelor’s degree (preferred)

CFP certification preferred

Job description

J.P. Morgan Chase in New York seeks a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions for individuals and families.

You will build a client-centric book of business, rely on leadership and relationship-building skills, and focus on holistic wealth management rather than portfolio alone. The role emphasizes integrity, market understanding, and leveraging digital tools to enhance client experiences.