Private Wealth Advisor – Client-Focused & Digital Solutions

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

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment guidance for individuals and families.

You will grow a book of business, educate clients on digital tools, and deliver tailored investment solutions with strong relationship management. Required licenses include Series 7 and Series 66 (63/65) with 60 days to obtain, plus Life/Health/LTC licenses.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent experience.
• Successful client acquisition, relationship cultivation and partner collaboration.
• Commitment to goals-based planning and advice.
• Active Series 7 license and Series 66 (or to be obtained within 60 days).
• Active Life, Health and Long-Term Care Insurance licenses or to be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Support teammates and bank goals while promoting diversity.
• Demonstrate understanding of financial markets and sound judgement.
• Maintain integrity and act in clients' best interests.
• Educate clients on technology and channels to monitor investments.
• Provide holistic financial coaching beyond investments.
• Encourage digital adoption for client convenience and access.

Skills

Client acquisition

Relationship management

Goals-based planning

Market knowledge

Integrity and client trust

Education

Bachelor's degree

CFP certification (preferred)

Tools

Series 7 license

Series 66 license (63/65)

Life, Health and Long-Term Care Insurance license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment guidance for individuals and families.

You will grow a book of business, educate clients on digital tools, and deliver tailored investment solutions with strong relationship management. Required licenses include Series 7 and Series 66 (63/65) with 60 days to obtain, plus Life/Health/LTC licenses.