Private Client Wealth Advisor – Holistic Planning

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

Job summary

JPMorgan Chase & Co. in New York seeks a Private Client Advisor to deliver tailored investment guidance and holistic financial planning for individuals and families. You will build and maintain relationships, leveraging digital tools to provide seamless, comprehensive solutions that meet client goals.

You will collaborate across teams to offer advisor-driven investments, insurance, and cash-management solutions while upholding the firm's commitment to inclusivity and client success.

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

Client acquisition

Relationship management

Goals-based planning

Series 7

Series 66

Life, Health & LTC license

Job description

JPMorgan Chase & Co. in New York seeks a Private Client Advisor to deliver tailored investment guidance and holistic financial planning for individuals and families. You will build and maintain relationships, leveraging digital tools to provide seamless, comprehensive solutions that meet client goals.

You will collaborate across teams to offer advisor-driven investments, insurance, and cash-management solutions while upholding the firm's commitment to inclusivity and client success.