Private Client Advisor - Wealth Planning & Tech Solutions

Aumni; New York (NY); On-site; USD 57,942 - 70,818; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in New York who will provide comprehensive financial planning to clients, supporting a diverse range of individuals and families. The ideal candidate has a minimum of two years' experience in financial advising, an active Series 7 and 66 license, and strong relationship-building skills. This role offers opportunities for career growth and emphasizes a commitment to client success and educational support. A Bachelor’s degree and CFP certification are preferred.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in client acquisition and relationship building.
• Commitment to goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients’ needs and financial coaching.
• Educate clients on technology and digital solutions.

Skills

Client acquisition

Relationship management

Financial market understanding

Digital innovation

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in New York who will provide comprehensive financial planning to clients, supporting a diverse range of individuals and families. The ideal candidate has a minimum of two years' experience in financial advising, an active Series 7 and 66 license, and strong relationship-building skills. This role offers opportunities for career growth and emphasizes a commitment to client success and educational support. A Bachelor’s degree and CFP certification are preferred.