Private Wealth Advisor - Relationship & Planning Expert

J.P. Morgan; New York (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase, a leading global financial services firm, seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advisory services to individuals and families.

You will build lasting client relationships, offer advised solutions, and leverage Chase referrals to deepen client engagements. In this role you will work within a dynamic team, deliver personalized investment guidance, and help clients navigate financial markets with integrity and

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 integrating with key partners.
• A valid and active Series 7 license.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active 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.
• CFP certification is preferred.
• Bachelor’s degree is 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 your clients by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments.

Education

Bachelor's degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase, a leading global financial services firm, seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advisory services to individuals and families.

You will build lasting client relationships, offer advised solutions, and leverage Chase referrals to deepen client engagements. In this role you will work within a dynamic team, deliver personalized investment guidance, and help clients navigate financial markets with integrity and