Private Client Wealth Advisor

Aumni; New York (NY); On-site; USD 85,000 - 140,000; Full time

Benefits offered by this job

Health care coverage

On-site wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

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

You will serve as a trusted partner, delivering advised solutions and referrals to deepen client relationships, with an emphasis on holistic financial coaching and digital-enabled service. The role emphasizes relationship-building, client acquisition, and investment education, while maintaining the highest standards of

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 license.
• A valid and active Series 66 (63/65) license or must be obtained within 60 days of starting.
• A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting.

Responsibilities

• Support teammates’ success and bank goals while promoting diversity.
• Build a book of business and deliver personalized investment solutions with a focus on relationship management.
• Demonstrate understanding of financial markets and sound business judgement.
• Uphold integrity and always do right by clients.
• Educate clients on technology and channels for monitoring investments.
• Provide holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to enable clients to bank how they want.

Skills

Client acquisition

Relationship management

Financial markets understanding

Integrity

Digital tools proficiency

Education

Bachelor's degree preferred

CFP certification preferred

Tools

Series 7

Series 66 (63/65)

Life/Health/Long Term Care license

Job description

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

You will serve as a trusted partner, delivering advised solutions and referrals to deepen client relationships, with an emphasis on holistic financial coaching and digital-enabled service. The role emphasizes relationship-building, client acquisition, and investment education, while maintaining the highest standards of