Private Client Wealth Advisor — Relationship & Planning Expert

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

Job summary

JPMorgan Chase & Co. in New York is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions for individuals and families.

You will build strong client relationships, work with trusted partners, and navigate a broad range of markets while maintaining the highest standards of integrity. This role emphasizes goals-based planning and digital client engagement.

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.
• A valid and active Series 7 license.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.

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 the firm\'s 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 the firm\'s 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

Financial advisory experience

Client acquisition

Relationship management

Goals-based planning

Financial market knowledge

Integrity

Digital client engagement

Team collaboration

Education

Bachelor's degree

CFP certification (preferred)

Tools

Series 7 license

Series 66 license (63/65)

Life/Health/LTC insurance license

Job description

JPMorgan Chase & Co. in New York is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions for individuals and families.

You will build strong client relationships, work with trusted partners, and navigate a broad range of markets while maintaining the highest standards of integrity. This role emphasizes goals-based planning and digital client engagement.