Private Client Wealth Advisor

JPMorgan Chase & Co.; Town of Mamaroneck (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance for individuals and families.

You will build long-term client relationships and deliver tailored investment solutions with a focus on trusted, high-quality service. The role requires a strong understanding of markets, integrity, and a passion for educating clients on digital channels to monitor and manage their investments.

Qualifications

• Minimum 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.
• Active Series 7 and Series 66 licenses required or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions using leadership and relationship-building skills.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Provide holistic financial coaching beyond investments and embrace digital tools for client monitoring.

Skills

Client relationship management

Financial planning

Sales and business development

Regulatory compliance

Education

Bachelor's degree

CFP (preferred)

Tools

CRM software

Job description

JPMorgan Chase & Co. seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance for individuals and families.

You will build long-term client relationships and deliver tailored investment solutions with a focus on trusted, high-quality service. The role requires a strong understanding of markets, integrity, and a passion for educating clients on digital channels to monitor and manage their investments.