Private Client Wealth Advisor – Strategic Rel. Builder

JPMorgan Chase & Co.; City of Mount Vernon (NY); On-site; USD 58,000 - 71,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Tuition reimbursement

Mental health support

On-site wellness centers

Backup childcare

Financial coaching

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor for the Westchester West area.

You will deliver comprehensive financial planning and investment guidance to individuals and families, leveraging a broad product platform and digital tools to meet client needs. You will build long-term client relationships, work with Chase partner referrals, and help clients monitor and manage their investments with a holistic approach.

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 or obtained within 60 days of starting the role.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients with a focus on relationship management, not portfolio management.
• Demonstrate understanding of financial markets and sound judgment.
• Provide holistic view of clients’ needs and financial coaching beyond investments.
• Educate clients on digital channels and investment tools to enable self-management.

Skills

Client acquisition

Relationship building

Goals-based planning

Regulatory/licensing knowledge

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor for the Westchester West area.

You will deliver comprehensive financial planning and investment guidance to individuals and families, leveraging a broad product platform and digital tools to meet client needs. You will build long-term client relationships, work with Chase partner referrals, and help clients monitor and manage their investments with a holistic approach.