Private Client Advisor - Wealth & Relationship Builder

JPMorgan Chase & Co.; North Lindenhurst (NY); On-site; USD 90,000 - 160,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families in New York.

You will help clients build wealth, advise on tailored solutions, and refer Chase partners to deepen client relationships. The role requires a Series 7 and a Series 66 or equivalently obtained within 60 days, plus Life/Health/LTC licenses.

Qualifications

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

Responsibilities

• Champion and support teammates’ success and the bank's goals with a diverse culture.
• Build a book of business and deliver personalized investment solutions through leadership and relationships.
• Demonstrate knowledge of financial markets and sound business judgment.
• Uphold integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic financial coaching beyond investments and align with client needs.

Skills

Financial advisory experience

Client relationship management

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC licenses

Education

Bachelor’s degree

CFP certification preferred

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families in New York.

You will help clients build wealth, advise on tailored solutions, and refer Chase partners to deepen client relationships. The role requires a Series 7 and a Series 66 or equivalently obtained within 60 days, plus Life/Health/LTC licenses.