Strategic Private Client Wealth Advisor

JPMorgan Chase & Co.; City of Oswego (NY); On-site; USD 95,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Private Client Advisor to offer comprehensive financial planning and advice to individuals and families. You will build a client book, deliver personalized investment solutions, and deepen client relationships through leadership and partnerships.

Key capabilities include expertise in financial markets, goals-based planning, and a commitment to ethical client service, with a strong emphasis on digital tools and investor education.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition, cultivating and maintaining client relationships.
• Commitment to goals-based planning and advice.
• A valid and active Series 7 license.
• A valid and active Series 66 (63/65) license or must be obtained within 60 days of starting.
• A valid Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting.

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 with a focus on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage their investments.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial knowledge

Digital channel guidance

Education

Bachelor’s degree

CFP certification preferred

Tools

Series 7

Series 66

Life/Health/LTC license

Job description

JPMorgan Chase & Co. in New York seeks a Private Client Advisor to offer comprehensive financial planning and advice to individuals and families. You will build a client book, deliver personalized investment solutions, and deepen client relationships through leadership and partnerships.

Key capabilities include expertise in financial markets, goals-based planning, and a commitment to ethical client service, with a strong emphasis on digital tools and investor education.