Private Client Wealth Advisor

JPMorgan Chase; Town of Monroe (NY); On-site; USD 58,000 - 71,000; Full time

Benefits offered by this job

Health care coverage

On-site health centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase in Monroe, NY is seeking a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families, leveraging Chase’s digital tools to deliver tailored solutions and deepen client relationships.

You will work collaboratively with partners to build a book of business, demonstrate market understanding, and uphold the highest standards of integrity, with licenses required including Series 7 and Series 66, and Life/Health/LTC

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated client acquisition, relationship management, and partner integration.
• Series 7 and Series 66 licenses active or must be obtained within 60 days.
• Life, Health and Long Term Care licenses active or obtained within 60 days.
• CFP certification is preferred; Bachelor's degree is preferred.

Responsibilities

• Champion and support teammates' success and bank goals while promoting diversity.
• Build a book of business and deliver personalized investment solutions via leadership and relationships.
• Demonstrate understanding of financial markets and sound business judgment.
• Maintain integrity and act in the best interests of clients.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to enable clients to bank when and where they want.

Skills

Series 7

Series 66 (63/65)

Life, Health & LTC license

Education

Bachelor's degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase in Monroe, NY is seeking a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families, leveraging Chase’s digital tools to deliver tailored solutions and deepen client relationships.

You will work collaboratively with partners to build a book of business, demonstrate market understanding, and uphold the highest standards of integrity, with licenses required including Series 7 and Series 66, and Life/Health/LTC