Private Wealth Advisor - Holistic Financial Planning

JPMorgan Chase; City of Oswego (NY); On-site; USD 75,000 - 120,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management in New York. You will offer comprehensive financial planning and guidance to individuals and families, delivering advised solutions and referrals to deepen client relationships.

The role emphasizes understanding financial markets, integrity, and educating clients on digital tools to monitor and manage investments, with a focus on diversified client needs and proactive financial coaching.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• 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 license.
• 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.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Educate clients on the technology and channels available to 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 relationships

Goals-based planning

Financial advisory experience

Series 7 license

Series 66 license

Licenses: Life/Health/LTC

Financial markets knowledge

Education

Bachelor's degree preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management in New York. You will offer comprehensive financial planning and guidance to individuals and families, delivering advised solutions and referrals to deepen client relationships.

The role emphasizes understanding financial markets, integrity, and educating clients on digital tools to monitor and manage investments, with a focus on diversified client needs and proactive financial coaching.