Private Client Wealth Advisor: Holistic Planner

Testing Site - JPMC; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase in New York 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 collaborate with partners to deepen client relationships. The role emphasizes integrity, educating clients on digital tools, and a holistic approach to client needs.

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.
• A valid and active Series 66 (63/65) license is required 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 is required 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 your clients by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Demonstrate a passion for educating clients on the technology and channels available to them to better 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 relationship management

Financial planning fundamentals

Regulatory compliance knowledge

Technology literacy

CFP certification

Education

Bachelor’s degree preferred

Job description

J.P. Morgan Chase in New York 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 collaborate with partners to deepen client relationships. The role emphasizes integrity, educating clients on digital tools, and a holistic approach to client needs.