Private Client Wealth Advisor

Aumni; Village of Garden City (NY); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive compensation

Total rewards package

Job summary

JPMorgan Chase in New York is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You will leverage the firm’s platforms to offer advised solutions and strengthen client relationships through partnership referrals.

The role emphasizes relationship-building, deep market knowledge, and a commitment to client outcomes, with opportunities to grow a personal book of business within Chase Wealth Management.

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 in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role as a condition of employment.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to the firm's clients, focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Educate clients on the technology and channels available to monitor, maintain, and handle their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Licensed Series 7

Licensed Series 66

Life/Health/Long Term Care license

Education

Bachelor's degree

CFP certification

Job description

JPMorgan Chase in New York is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You will leverage the firm’s platforms to offer advised solutions and strengthen client relationships through partnership referrals.

The role emphasizes relationship-building, deep market knowledge, and a commitment to client outcomes, with opportunities to grow a personal book of business within Chase Wealth Management.