Private Wealth Advisor & Client Advocate

JPMorgan Chase & Co.; City of Canandaigua (NY); On-site; USD 75,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning for individuals and families.

You will build relationships, deliver personalized investment solutions, and educate clients on digital tools to monitor their investments. The role requires active Series 7 and Series 66 licenses (or FCC-appropriate equivalents) and Life/Health/LTC licenses, with a focus on integrity and client-first service.

Qualifications

• Minimum 2 years as Financial Advisor or equivalent experience.
• Proven ability to acquire and maintain clients and partner referrals.
• Commitment to goals-based financial planning and advice.
• Active Series 7 license.
• Active Series 66 license or within 60 days of start.
• Active Life/Health/LTC license or within 60 days of start.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice to individuals and families.
• Educate clients on technology and channels to monitor and manage investments.
• Maintain a holistic view of clients' financial needs beyond investments.
• Foster diversity and inclusion in client interactions and teamwork.
• Demonstrate deep understanding of financial markets and sound judgement.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets understanding

Integrity and ethics

Education

Bachelor's degree

CFP Certification preferred

Tools

Series 7 licensing

Series 66 licensing

Life/Health/Long Term Care license

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning for individuals and families.

You will build relationships, deliver personalized investment solutions, and educate clients on digital tools to monitor their investments. The role requires active Series 7 and Series 66 licenses (or FCC-appropriate equivalents) and Life/Health/LTC licenses, with a focus on integrity and client-first service.