Private Client Wealth Advisor - Relationship & Planning

JPMorganChase; City of Middletown (NY); On-site; USD 120,000 - 200,000; Full time

Job summary

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

You will deliver comprehensive financial planning and advice to individuals and families, building lasting client relationships and coordinating with partners to provide tailored investment solutions. The role emphasizes growth of a client book, fiduciary responsibility, and educating clients on digital tools to monitor and manage investments.

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.
• Commitment to goals-based planning and advice.
• Licenses: Series 7 and Series 66 (63/65) or must be obtained within 60 days of starting.
• Life, Health and Long Term Care Insurance licenses or must be obtained within 60 days.

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 through leadership and relationship-building.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Maintain integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor, maintain, and handle investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to help clients be digitally confident and bank when, where, and how they want.

Skills

Client relationships

Business development

Financial advice

Goals-based planning

Education

Bachelor's degree

Job description

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

You will deliver comprehensive financial planning and advice to individuals and families, building lasting client relationships and coordinating with partners to provide tailored investment solutions. The role emphasizes growth of a client book, fiduciary responsibility, and educating clients on digital tools to monitor and manage investments.