Private Client Advisor: Wealth Planning & Relationships

JPMorganChase; Town of Canandaigua (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 for individuals and families. You will build and maintain client relationships, offer advised solutions, and collaborate with partners to enhance the client experience.

The role emphasizes integrity, understanding of markets, and helping clients monitor and manage investments using digital tools and channels.

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.

Responsibilities

• Build a book of business and deliver personalized investment solutions with a focus on relationship management.
• Provide comprehensive financial planning and advice to individuals and families.
• Offer an exceptional investor experience through advised solutions and referrals to deepen client relationships.
• Present financial markets insights and sound business judgment to clients.

Skills

Series 7

Series 66 (63/65)

Life/Health/LTC license

CFP (preferred)

Bachelor's degree (preferred)

Education

Bachelor's degree

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment advice for individuals and families. You will build and maintain client relationships, offer advised solutions, and collaborate with partners to enhance the client experience.

The role emphasizes integrity, understanding of markets, and helping clients monitor and manage investments using digital tools and channels.