Private Wealth Advisor | Relationship & Planning

Aumni; Orangeburg (NY); On-site; USD 85,000 - 140,000; Full time

Job summary

J.P. Morgan Chase in New York seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families. You will grow a client book and deliver tailored solutions while upholding fiduciary standards and client service excellence.

This role emphasizes integrity, digital tools, and a holistic approach to meet evolving needs. Strong relationship skills and market awareness are essential.

Qualifications

• 2+ years in a financial advisor role or equivalent financial services experience.
• Active Series 7 and Series 66 required or to be obtained within 60 days.
• Life, Health and Long Term Care insurance licenses required or to be obtained within 60 days.
• CFP is preferred; bachelor’s degree is preferred.

Responsibilities

• Provide comprehensive financial planning and investment advice to individuals and families.
• Build a book of business and deliver personalized investment solutions through relationship-building.
• Demonstrate knowledge of financial markets and sound business judgment.
• Act with integrity and do right by clients in all interactions.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital tools to help clients be digitally confident and conduct banking as they prefer.

Skills

Financial Advisor experience

Series 7

Series 66 (63/65)

Life/Health/LTC license

CFP (preferred)

Education

Bachelor’s degree

Job description

J.P. Morgan Chase in New York seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families. You will grow a client book and deliver tailored solutions while upholding fiduciary standards and client service excellence.

This role emphasizes integrity, digital tools, and a holistic approach to meet evolving needs. Strong relationship skills and market awareness are essential.