Private Client Wealth Advisor: Digital & Holistic Planning

Fairygodboss; New York (NY); On-site; USD 90,000 - 170,000; Full time

Job summary

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

You will build a book of business, deliver personalized investment solutions, and deepen client relationships through trusted guidance and referrals. The role emphasizes relationship management, client education on digital tools, and a holistic approach to financial coaching, with a strong focus on integrity and fiduciary

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and cultivate clients and partner with key stakeholders.
• Commitment to goals-based planning and advisory services.
• Licensing: Series 7 and Series 66 (63/65) required or to be obtained within 60 days.
• Life, Health and Long Term Care Insurance licenses required or to be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients, focused on relationship management.
• Support teammates and bank goals while promoting diversity and client-centric service.
• Demonstrate understanding of financial markets and sound business judgement.
• Educate clients on technology channels to monitor and manage investments.
• Provide holistic financial coaching beyond investments.

Skills

Financial advisory

Client acquisition

Relationship management

Goals-based planning

Series 7

Series 66

Life/Health/LTC license

Education

Bachelor's degree

Job description

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

You will build a book of business, deliver personalized investment solutions, and deepen client relationships through trusted guidance and referrals. The role emphasizes relationship management, client education on digital tools, and a holistic approach to financial coaching, with a strong focus on integrity and fiduciary