Private Wealth Advisor

Next Frontier Capital; Town of Monroe (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

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

You will offer comprehensive financial planning and advice to individuals and families, building a book of business and delivering personalized investment solutions based on strong relationship-building skills. The role requires proficiency in goals-based planning, active licenses (Series 7, Series 66, Life/Health/LTC), and a commitment to client-centric service across diverse client needs.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience
• Demonstrated success in client acquisition and maintaining client relationships
• Commitment to goals-based planning and advice

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 focusing on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity and do right by clients at every opportunity
• Educate clients on technology and channels to monitor and manage their investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients become digitally confident and bank when, where, and how they want

Skills

Financial Advisor

Client acquisition

Relationship management

Series 7

Series 66

Life/Health/LTC license

Goals-based planning

Education

Bachelor's degree (preferred)

Job description

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

You will offer comprehensive financial planning and advice to individuals and families, building a book of business and delivering personalized investment solutions based on strong relationship-building skills. The role requires proficiency in goals-based planning, active licenses (Series 7, Series 66, Life/Health/LTC), and a commitment to client-centric service across diverse client needs.