Private Wealth Advisor: Relationship-Driven & Digital Planning

JPMorgan Chase; Plainview (NY); On-site; USD 100,000 - 180,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will help clients build a plan, deliver invested solutions, and deepen relationships through guidance and referrals.

The role emphasizes integrity, client education on digital channels, and a holistic view of client needs while leveraging a broad investment platform and digital technology.

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 coordinating with partners.
• Commitment to goals-based planning and advice.
• Must hold or obtain Series 7; Series 66 required or to be obtained within 60 days of starting.
• Life, Health and Long Term Care Insurance licenses must be held or obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions through relationship-based service.
• Provide holistic financial planning and ongoing client coaching.
• Demonstrate understanding of financial markets and sound judgement.
• Educate clients on digital channels to monitor and manage investments.
• Work with partners to deepen client relationships and referrals.

Skills

Client acquisition

Relationship management

Financial planning

Sales skills

Education

Bachelor's degree (preferred)

CFP certification preferred

Tools

Series 7 license

Series 66 license

Life/Health/LTC license

Job description

JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will help clients build a plan, deliver invested solutions, and deepen relationships through guidance and referrals.

The role emphasizes integrity, client education on digital channels, and a holistic view of client needs while leveraging a broad investment platform and digital technology.