Private Wealth Advisor: Holistic Planning & Digital Solutions

Aumni; New York (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase in New York is seeking a Private Client Advisor to deliver comprehensive financial planning and advice to individuals and families, building trusted relationships and providing investment solutions and referrals.

You will work with a broad range of clients, leveraging digital tools and a team of partners, while maintaining a commitment to integrity and high client service standards.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 license and Series 66 (63/65) required or must be obtained within 60 days of starting.
• Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting.
• CFP certification is preferred.
• Bachelor’s degree preferred.

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 clients, focusing on relationship management rather than portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity and do right by clients
• Educate clients on technology and channels available to monitor and manage investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients be more digitally confident and bank how they want

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Digital tools adoption

Education

Bachelor's degree

CFP certification preferred

Job description

J.P. Morgan Chase in New York is seeking a Private Client Advisor to deliver comprehensive financial planning and advice to individuals and families, building trusted relationships and providing investment solutions and referrals.

You will work with a broad range of clients, leveraging digital tools and a team of partners, while maintaining a commitment to integrity and high client service standards.