Private Wealth Advisor - Client Growth & Planning

JPMorgan Chase & Co.; Village of Pleasantville (NY); On-site; USD 80,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and personalized investment solutions for individuals and families. You will build lasting client relationships, work with partners, and deliver an exceptional investor experience.

You will leverage market knowledge, maintain high integrity, and educate clients on technology and channels to monitor and manage their investments, aligning advice with clients’ goals.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and maintaining client relationships.
• Ability and commitment to goals-based planning and advice.
• Active Series 7 license and Series 66 (63/65) or must be obtained within 60 days of starting.
• Active Life, Health, and Long Term Care licenses or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Maintain integrity and act in the client’s best interests.
• Educate clients on technology and channels to monitor and manage investments.
• Offer holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to enhance client experiences.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial industry knowledge

Education

Bachelor’s degree preferred

Tools

Series 7 license

Series 66 license

Life, Health & LTC license

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and personalized investment solutions for individuals and families. You will build lasting client relationships, work with partners, and deliver an exceptional investor experience.

You will leverage market knowledge, maintain high integrity, and educate clients on technology and channels to monitor and manage their investments, aligning advice with clients’ goals.