Private Client Wealth Advisor: Holistic Financial Planning

JPMorgan Chase & Co.; East Aurora (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in New York is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and advice to individuals and families.

You will build a book of business and offer advised solutions that deepen client relationships, leveraging digital channels to enhance the investor experience. The role emphasizes integrity, collaboration with partners, and a client-centric approach to wealth management, with a focus on goals-based planning and

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and cultivating client relationships.
• Series 7 and Series 66 licenses required or must be obtained within 60 days of starting.

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 through relationship-building.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Educate clients on technology and channels to monitor, maintain, and handle investments.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial advisory

Education

Bachelor's degree

Job description

JPMorgan Chase & Co. in New York is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and advice to individuals and families.

You will build a book of business and offer advised solutions that deepen client relationships, leveraging digital channels to enhance the investor experience. The role emphasizes integrity, collaboration with partners, and a client-centric approach to wealth management, with a focus on goals-based planning and