Private Client Advisor — Wealth Planning & Relationships

JPMorgan Chase & Co.; Town of Florida (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in New York invites applications for a Private Client Advisor within Chase Wealth Management.

You will provide comprehensive financial planning and tailored investment solutions to individuals and families, delivering an exceptional client experience and leveraging digital channels to enhance convenience and access. The role requires at least 2 years in a Financial Advisor capacity, accredited licenses (Series 7 and Series 66 or 63/65) and state Life, Health, and Long-Term

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management, with a focus on goals-based planning and advice.
• Active Series 7 and Series 66 (63/65) licenses, plus Life, Health and Long-Term Care licenses or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide holistic financial planning and guidance to individuals and families.
• Demonstrate deep understanding of financial markets and sound judgement.
• Uphold integrity and client-first ethics in all interactions.
• Educate clients on technology and channels to monitor investments.

Skills

Client acquisition

Relationship-building

Goals-based planning

Financial advisory

Industry knowledge

Education

Bachelor’s degree preferred

Tools

Series 7 license

Series 66 license (63/65)

Life/Health and LTC license

Job description

JPMorgan Chase & Co. in New York invites applications for a Private Client Advisor within Chase Wealth Management.

You will provide comprehensive financial planning and tailored investment solutions to individuals and families, delivering an exceptional client experience and leveraging digital channels to enhance convenience and access. The role requires at least 2 years in a Financial Advisor capacity, accredited licenses (Series 7 and Series 66 or 63/65) and state Life, Health, and Long-Term