Private Client Wealth Advisor - Holistic Planning

JPMorgan Chase & Co.; Village of Brewster (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Private Client Advisor for Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions to individuals and families.

You will grow a book of business by building trusted relationships, collaborating with partners, and guiding clients through modern digital channels while maintaining the highest standards of integrity.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity.

Skills

Client relationships

Relationship-building

Goals-based planning

Sales / client acquisition

Education

CFP certification

Bachelor's degree

Job description

JPMorgan Chase & Co. in New York seeks a Private Client Advisor for Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions to individuals and families.

You will grow a book of business by building trusted relationships, collaborating with partners, and guiding clients through modern digital channels while maintaining the highest standards of integrity.