Private Client Advisor — Wealth & Relationship Expert

JPMorgan Chase & Co.; Village of Rockville Centre (NY); On-site; USD 85,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. 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 relationships, provide personalized investment solutions, and deepen client engagement through trusted partnerships.

The role emphasizes client education on technology channels, a holistic view of client needs, and a commitment to integrity and superior service.

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.
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
• CFP certification is preferred or a Bachelor's degree is preferred

Responsibilities

• Build a book of business and deliver personalized investment solutions to the firm's clients by relying on leadership and relationship-building skills.
• Provide comprehensive financial planning and advice to individuals and families.
• Educate clients on the technology and channels available to monitor, maintain, and handle their investments.
• Provide a holistic view of the firm’s clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets understanding

Integrity and ethics

Education

Bachelor's degree

CFP certification (preferred)

Tools

Series 7

Series 66 (63/65)

Life/Health/Long Term Care license

Job description

JPMorgan Chase & Co. 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 relationships, provide personalized investment solutions, and deepen client engagement through trusted partnerships.

The role emphasizes client education on technology channels, a holistic view of client needs, and a commitment to integrity and superior service.