Private Wealth Advisor - Build Client Relationships & Plans

Fairygodboss; Nanuet (NY); On-site; USD 85,000 - 140,000; Full time

Job summary

J.P. Morgan Chase in New York 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 relationships, stay current on markets, and deliver tailored investment solutions while guiding clients through digital tools and maintaining a high standard of integrity. Your role emphasizes collaborative teamwork, ongoing client education, and a commitment to ethical, goal-based financial

Qualifications

• At least 2 years in a Financial Advisor role or equivalent.
• 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.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

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 to the firm's by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of the firm's clients' needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Client relationship building

Financial planning

Series 7 license

Series 66 license

Life/Health/LTC license

Sales & business development

Education

Bachelor's degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase in New York 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 relationships, stay current on markets, and deliver tailored investment solutions while guiding clients through digital tools and maintaining a high standard of integrity. Your role emphasizes collaborative teamwork, ongoing client education, and a commitment to ethical, goal-based financial