Private Wealth Advisor

JPMorganChase; Nanuet (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase in New York is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families as part of Chase Wealth Management. You will build strong client relationships, expand your book of business, and collaborate with partners to provide tailored solutions while maintaining the highest standards of integrity and regulatory compliance.

This role requires a client-centric approach and the ability to leverage digital tools to

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent.
• Active Series 7 license.
• Active Series 66 license (63/65) or within 60 days of start.
• Active Life, Health and Long Term Care license or within 60 days of start.
• CFP certification is preferred.
• Bachelor's degree preferred.

Responsibilities

• Build a book of business and deliver personalized investment solutions to the firm's clients.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Educate clients on technology and channels to monitor, maintain, and handle their investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to help clients be more digitally confident and bank how they want.

Skills

Client acquisition

Relationship management

Financial planning

Sales-driven

Financial markets knowledge

Regulatory compliance

Education

Bachelor's degree preferred

Job description

JPMorgan Chase in New York is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families as part of Chase Wealth Management. You will build strong client relationships, expand your book of business, and collaborate with partners to provide tailored solutions while maintaining the highest standards of integrity and regulatory compliance.

This role requires a client-centric approach and the ability to leverage digital tools to