Private Wealth Advisor

Fairygodboss; Town of Florida (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and investment advice to individuals and families.

You will build trusted client relationships, delivering personalized investment solutions and referrals to deepen client engagement. The role emphasizes client education on digital tools, a strong focus on integrity, and the ability to provide a holistic view of clients' financial needs.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients through leadership and relationship-building.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound business judgement.
• Educate clients on technology and channels to monitor and manage investments.
• Offer holistic financial coaching beyond investments and embrace digital solutions.

Skills

Client relationship building

Financial planning

Investment knowledge

Sales / client acquisition

Regulatory compliance

Education

Bachelor's degree (preferred)

Licenses: Series 7 and Series 66

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and investment advice to individuals and families.

You will build trusted client relationships, delivering personalized investment solutions and referrals to deepen client engagement. The role emphasizes client education on digital tools, a strong focus on integrity, and the ability to provide a holistic view of clients' financial needs.