Private Wealth Advisor — Holistic Planning & Relationships

J.P. Morgan; New York (NY); On-site; USD 90,000 - 140,000; Full time

Job summary

J.P. Morgan Chase in New York is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and tailored investment advice to individuals and families.

You will help clients save for goals and manage wealth with a focus on service excellence and long-term relationships. This role emphasizes client acquisition, collaboration with partners, and embracing digital channels to empower clients to monitor and manage their investments, while upholding the

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 required; Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• 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.
• Strong ability and commitment to goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients through leadership and relationship-building skills, with a focus on relationship management, not portfolio management.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Provide holistic financial coaching beyond investments and educate clients on technology and channels to monitor, maintain, and handle their investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.

Skills

Client acquisition

Relationship building

Goals-based planning

Series 7

Series 66/63-65

Life/Health/LTC license

Education

Bachelor's degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase in New York is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and tailored investment advice to individuals and families.

You will help clients save for goals and manage wealth with a focus on service excellence and long-term relationships. This role emphasizes client acquisition, collaboration with partners, and embracing digital channels to empower clients to monitor and manage their investments, while upholding the