Private Client Wealth Advisor - Holistic Planning & Digital

JPMorgan Chase & Co.; New York, Northern (NY, KY); Hybrid; USD 95,000 - 130,000; Full time

Benefits offered by this job

Comprehensive health coverage

On-site wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

More

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in New York to deliver comprehensive financial planning and investment guidance to individuals and families. You will build relationships, provide advised solutions, and collaborate with Chase partner referrals to deepen client loyalty.

The role emphasizes knowledge of financial markets, integrity, and a client-centric mindset, with a focus on using digital tools to enhance the advisor experience.

Qualifications

• Minimum 2 years in a financial advisor role or equivalent experience.
• Proven success in acquiring and maintaining clients and partnering with key teams.
• Commitment to goals-based planning and advisory services.
• Active Series 7 license; Series 66 (63/65) required or to be obtained within 60 days.
• Active Life, Health and Long Term Care licenses required or to be obtained within 60 days.

Responsibilities

• Support teammates’ success and goals of the bank while fostering diversity.
• Build a book of business and deliver personalized investment solutions through leadership and relationship-building.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Maintain unwavering integrity and client-first conduct.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients be digitally confident and bank how they want.

Skills

Financial advisory experience

Client acquisition

Goals-based planning

Licensing knowledge

Education

CFP certification (preferred)

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in New York to deliver comprehensive financial planning and investment guidance to individuals and families. You will build relationships, provide advised solutions, and collaborate with Chase partner referrals to deepen client loyalty.

The role emphasizes knowledge of financial markets, integrity, and a client-centric mindset, with a focus on using digital tools to enhance the advisor experience.