Private Client Wealth Advisor — Holistic Planning & Digital Solutions

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 within Chase Wealth Management.

You will deliver comprehensive financial planning and personalized investment solutions to individuals and families, leveraging digital tools to enhance the investor experience. Ideal candidates have at least 2 years in a financial advisory role, a Series 7 and Series 66, and a passion for goal-based planning and client relationships.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 license required.
• Active Series 66 license required or to be obtained within 60 days of starting.
• Active Life/Health/Long Term Care Insurance license required or to be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide holistic view of clients’ needs and financial coaching beyond investments.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Foster a culture of integrity and client-first service.
• Educate clients on technology and channels to monitor and manage investments.
• Embrace digital tools to help clients bank anytime, anywhere.

Skills

Relationship building

Client acquisition

Financial planning

Goal-based advice

Education

CFP certification (preferred)

Bachelor’s degree (preferred)

Job description

J.P. Morgan Chase in New York is seeking a Private Client Advisor within Chase Wealth Management.

You will deliver comprehensive financial planning and personalized investment solutions to individuals and families, leveraging digital tools to enhance the investor experience. Ideal candidates have at least 2 years in a financial advisory role, a Series 7 and Series 66, and a passion for goal-based planning and client relationships.