Private Wealth Advisor: Growth, Relationships & Digital Tools

JPMorgan Chase & Co.; Village of Lawrence (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and tailored investment solutions for individuals and families. The role focuses on relationship-building, educating clients, and leveraging digital tools to enhance the investor experience.

You will work with a broad client base, from new savers to high-net-worth individuals, delivering advised solutions and collaborating with Chase partners to deepen client relationships.

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 financial advice.
• A valid and active Series 7 license.
• A valid and active Series 66 license (63/65) or obtained within 60 days of starting.
• A valid and active Life, Health and Long Term Care Insurance license or obtained within 60 days.

Responsibilities

• Champion and support teammates’ success and the bank's goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions with leadership and relationship-building.
• Demonstrate deep understanding of financial markets and sound judgement.
• Exhibit integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients be digitally confident and access banking services anytime.

Skills

Client relationship management

Financial advisory

Goals-based planning

Team collaboration

Digital literacy

Integrity & ethics

Business development

Series 7 license

Series 66 license (63/65)

Life/Health & LTC license

Education

Bachelor's degree

CFP certification (preferred)

Job description

J.P. Morgan Chase seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and tailored investment solutions for individuals and families. The role focuses on relationship-building, educating clients, and leveraging digital tools to enhance the investor experience.

You will work with a broad client base, from new savers to high-net-worth individuals, delivering advised solutions and collaborating with Chase partners to deepen client relationships.