Private Client Wealth Advisor | Relationship-Driven

JPMorgan Chase & Co.; New York (NY); On-site; USD 60,000 - 73,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in New York to offer comprehensive financial planning and investment advice to individuals and families.

You will build and maintain client relationships, provide personalized investment solutions, and collaborate with Chase partners to deepen client engagement across channels, while upholding the firm’s commitment to service, integrity, and diversity.

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.
• 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

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in New York to offer comprehensive financial planning and investment advice to individuals and families.

You will build and maintain client relationships, provide personalized investment solutions, and collaborate with Chase partners to deepen client engagement across channels, while upholding the firm’s commitment to service, integrity, and diversity.