Private Client Wealth Advisor: Holistic Planning

Testing Site - JPMC; New York (NY); On-site; USD 95,000 - 135,000; Full time

Job summary

J.P. Morgan Chase is hiring a Private Client Advisor to deliver comprehensive financial planning and advice for individuals and families. You will build trusted client relationships and provide investment solutions through Chase Wealth Management.

You will manage a book of business, demonstrate market understanding, and guide clients in using digital tools to monitor and manage their investments while maintaining high ethical standards.

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.

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. This will be done with a consistent focus on relationship management, not portfolio 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
• 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

Financial advisory

Client acquisition

Relationship management

Hebrew fluency

Investment knowledge

Job description

J.P. Morgan Chase is hiring a Private Client Advisor to deliver comprehensive financial planning and advice for individuals and families. You will build trusted client relationships and provide investment solutions through Chase Wealth Management.

You will manage a book of business, demonstrate market understanding, and guide clients in using digital tools to monitor and manage their investments while maintaining high ethical standards.