Private Client Advisor - Wealth Planning Expert

Testing Site - JPMC; City of Mount Vernon (NY); On-site; USD 61,000 - 67,000; Full time

Job summary

J.P. Morgan Wealth Management is seeking a Private Client Advisor for the Westchester West area, based in Mount Vernon, NY.

This full-time role requires deep client relationships, advisory expertise, and the ability to deliver comprehensive financial planning and investment solutions to individuals and families. You will work with a broad investment product platform, engaging with clients to meet their financial goals while partnering with Chase Wealth Management teams.

Qualifications

• Minimum of 2 years in a Financial Advisor role or equivalent financial services experience.
• A valid and active Series 7 license.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.

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 your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Series 7 license

Series 66 license

Life/Health/LTC license

Client relationship skills

Financial planning

Job description

J.P. Morgan Wealth Management is seeking a Private Client Advisor for the Westchester West area, based in Mount Vernon, NY.

This full-time role requires deep client relationships, advisory expertise, and the ability to deliver comprehensive financial planning and investment solutions to individuals and families. You will work with a broad investment product platform, engaging with clients to meet their financial goals while partnering with Chase Wealth Management teams.