Private Client Wealth Advisor

Testing Site - JPMC; City of Oswego (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase in Oswego, NY is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families within Chase Wealth Management.

You will build relationships, acquire new clients, and provide holistic advice leveraging a strong knowledge of markets, compliance, and digital tools. Requires active Series 7 and Series 66 licenses, with CFP preferred and licenses renewed within 60 days as needed.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 license.
• Active Series 66 (63/65) license or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license or must be obtained within 60 days.
• CFP certification is preferred.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Support clients with goals-based planning and advice.
• Demonstrate understanding of financial markets and sound judgment.
• Uphold integrity and fiduciary standards in all client interactions.
• Educate clients on technology and digital channels for monitoring investments.
• Provide holistic financial coaching beyond investments.
• Embrace digital tools to enable client self-service and remote access.

Skills

Client acquisition

Relationship management

Goals-based planning

Digital channel fluency

Education

Series 7

Series 66 (63/65)

Life, Health and Long Term Care license

CFP certification preferred

Job description

J.P. Morgan Chase in Oswego, NY is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families within Chase Wealth Management.

You will build relationships, acquire new clients, and provide holistic advice leveraging a strong knowledge of markets, compliance, and digital tools. Requires active Series 7 and Series 66 licenses, with CFP preferred and licenses renewed within 60 days as needed.