Private Wealth Advisor: Holistic Planning & Digital Tools

Aumni; City of White Plains (NY); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Health care coverage

Retirement plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor to provide comprehensive financial planning and investment advice to individuals and families.

You will build deep client relationships, deliver tailored investment solutions, and leverage digital tools to enhance the client experience. The role emphasizes fiduciary responsibility, integrity, and proactive client education on market trends and available channels.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.
• Active Series 7 license is required; Series 66 license required within 60 days of start.
• Active Life, Health and Long Term Care Insurance license required or obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate deep understanding of financial markets and sound judgment.
• Educate clients on technology and channels to monitor investments.
• Offer holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital tools to help clients bank digitally.
• Maintain high integrity and client-centric service.

Skills

Financial advisor experience

Client acquisition

Relationship building

Goals-based planning

Series 7/66 licenses

Education

Bachelor's degree

Job description

J.P. Morgan Chase is seeking a Private Client Advisor to provide comprehensive financial planning and investment advice to individuals and families.

You will build deep client relationships, deliver tailored investment solutions, and leverage digital tools to enhance the client experience. The role emphasizes fiduciary responsibility, integrity, and proactive client education on market trends and available channels.