Private Client Wealth Advisor

Aumni; New York (NY); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Health care coverage

On-site wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase in New York City is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and tailored investment advice to individuals and families.

You will help clients build long-term relationships and provide solutions that meet their evolving financial needs, leveraging digital tools and a broad product platform. The role emphasizes client acquisition, relationship management, and adherence to regulatory standards, with required licenses

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and maintain clients and partner referrals.
• Commitment to goals-based planning and financial guidance.

Responsibilities

• Build a book of business and deliver personalized investment solutions with a relationship focus.
• Demonstrate knowledge of financial markets and strong business judgment.
• Provide holistic financial coaching and educate clients on digital tools for monitoring investments.
• Uphold integrity and ethical standards in all client interactions.
• Leverage Chase resources and digital channels to enhance client experience.
• Collaborate with partners to deliver comprehensive financial planning.

Skills

Financial advisory

Client relationships

Goals-based planning

Series 7 license

Series 66 license

Insurance licenses (Life/Health/LTC)

Education

Bachelor's degree

CFP certification (preferred)

Job description

J.P. Morgan Chase in New York City is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and tailored investment advice to individuals and families.

You will help clients build long-term relationships and provide solutions that meet their evolving financial needs, leveraging digital tools and a broad product platform. The role emphasizes client acquisition, relationship management, and adherence to regulatory standards, with required licenses