Private Client Advisor - Wealth Planning & Growth

JPMorgan Chase; New York (NY); On-site; USD 56,000 - 76,000; Full time

Job summary

JPMorgan Chase in New York is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families. You will build a client base and provide advised solutions, leveraging Chase partner referrals to deepen relationships.

Responsibilities include guiding clients through markets, maintaining high service levels, and using digital tools to enhance the investor experience; integrity and client-first philosophy

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and grow a client base and partner with other teams.
• Demonstrated commitment to goals-based planning and advice.
• Active Series 7 license and Series 66 (63/65) or progress to obtain within 60 days.
• Active Life, Health, and Long Term Care Insurance license or ability to obtain within 60 days.

Responsibilities

• Champion and support teammates' success and the bank's goals while fostering diversity.
• Build a book of business and provide personalized investment solutions through relationship-building, with focus on relationship management.
• Demonstrate understanding of financial markets and sound business judgement.
• Exhibit integrity and do what is best for clients at all times.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital tools to help clients be digitally confident and bank anytime, anywhere.

Skills

Client acquisition

Relationship management

Goals-based planning

Strong communication

Series 7 license

Series 66 license

Life/Health/LTC license

Education

Bachelor's degree preferred

Job description

JPMorgan Chase in New York is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families. You will build a client base and provide advised solutions, leveraging Chase partner referrals to deepen relationships.

Responsibilities include guiding clients through markets, maintaining high service levels, and using digital tools to enhance the investor experience; integrity and client-first philosophy