Private Client Wealth Advisor

JPMorgan Chase & Co.

Town of Monroe (NY)

On-site

USD 90,000 - 150,000

Full time

14 days+

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Job summary

JPMorgan Chase & Co. in New York is seeking a Private Client Advisor to deliver comprehensive financial planning and advise individuals and families. You will build a book of business, provide tailored investment solutions, and utilize Chase referrals to deepen client relationships.

The role requires active securities licenses and a commitment to goals-based planning, with a focus on integrity and client-centric service.

Qualifications

At least 2 years in a Financial Advisor role or equivalent financial services experience.
Demonstrated success in client acquisition and maintaining client relationships.
Commitment to goals-based planning and advice.
Active Series 7 license is required.
Active Series 66 (63/65) license is required or must be obtained within 60 days of starting.
Active Life, Health and Long Term Care Insurance license is 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.
Support teammates’ success and the bank's diversity goals.
Demonstrate understanding of financial markets and sound business judgement.
Exhibit integrity and a client-first mindset in every opportunity.
Educate clients on digital tools to monitor, manage, and adjust investments.
Provide a holistic view of clients’ needs and financial coaching beyond investments.
Leverage digital innovations to help clients bank how they want, when they want.