Private Wealth Advisor

Aumni; Greenville (NY); On-site; USD 80,000 - 140,000; Full time

Job summary

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

You will provide comprehensive financial planning and advisory services to individuals and families, helping them grow and protect wealth with personalized investment solutions and trusted referrals. The role emphasizes cross-team collaboration, integrity, and educating clients on digital tools to monitor and manage their investments, with a broad benefits package and growth opportunities in a leading financial

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in acquiring and maintaining clients and collaborating with partners.
• Commitment to goals-based planning and client advisory services.
• Active Series 7 license.
• Active Series 66 (63/65) license required or to be obtained within 60 days of start.
• Active Life, Health and Long Term Care Insurance license required or to be obtained within 60 days.

Responsibilities

• Champion and support teammates’ success while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions through leadership and relationship-building.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Exhibit integrity and act in clients' best interests.
• Educate clients on technology and channels to monitor, manage, and grow investments.
• Provide holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to enable clients to bank when, where, and how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets understanding

Integrity

Education

CFP certification

Bachelor's degree

Tools

Series 7 license

Series 66 license

Life/Health/ LTC license

Job description

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

You will provide comprehensive financial planning and advisory services to individuals and families, helping them grow and protect wealth with personalized investment solutions and trusted referrals. The role emphasizes cross-team collaboration, integrity, and educating clients on digital tools to monitor and manage their investments, with a broad benefits package and growth opportunities in a leading financial