Private Wealth Advisor: Holistic Planning & Digital

JPMorganChase; Plainview (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase in New York is seeking a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions for individuals and families.

You will build and manage client relationships, coordinate with partners, and use digital tools to help clients monitor and adapt their portfolios. This role emphasizes integrity, client service, and growth through education and collaboration within Chase Wealth Management.

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

Responsibilities

• Champion and support teammates' success and the goals of the bank, fostering a diverse culture.
• Build a book of business and deliver personalized investment solutions through relationship-building.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Uphold integrity and act in the best interest of 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 bank when and where they want.

Skills

Client acquisition

Relationship-building

Goals-based planning

Financial advisory

Strong communication

Education

Bachelor's degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase in New York is seeking a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions for individuals and families.

You will build and manage client relationships, coordinate with partners, and use digital tools to help clients monitor and adapt their portfolios. This role emphasizes integrity, client service, and growth through education and collaboration within Chase Wealth Management.