Private Wealth Advisor — Holistic Planning & Client Growth

JPMorgan Chase; New York (NY); On-site; USD 56,316 - 76,314; Full time

Job summary

JPMorgan Chase in New York, NY is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions for individuals and families. You will build and manage a book of business, provide exceptional investor experiences, and leverage Chase referrals to deepen client relationships.

You will serve clients across wealth levels, guiding them with goals-based planning, market insights, and digital tools to monitor and adjust

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
• 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

• Build a book of business and deliver personalized investment solutions to clients by relying on leadership and relationship‑building skills.
• Provide comprehensive financial planning and advice to individuals and families.
• Explain financial concepts and digital tools to help clients monitor, maintain, and handle their investments.
• Offer holistic guidance beyond investments and referrals to Chase partners as needed.
• Maintain the highest standards of integrity and client service.

Skills

Client acquisition

Relationship-building

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC license

Education

Bachelor's degree preferred

CFP certification preferred

Job description

JPMorgan Chase in New York, NY is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions for individuals and families. You will build and manage a book of business, provide exceptional investor experiences, and leverage Chase referrals to deepen client relationships.

You will serve clients across wealth levels, guiding them with goals-based planning, market insights, and digital tools to monitor and adjust