Strategic Private Client Wealth Advisor

JPMorgan Chase & Co.; New York (NY); On-site; USD 95,000 - 135,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment solutions to individuals and families.

You will build client relationships, grow a book of business, and leverage digital tools to enhance the investor experience. Role requires 2+ years in a financial advisory role, Series 7 and Series 66 licenses, and Life/HLT insurance licenses (or ability to obtain within 60 days).

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Commitment to goals-based planning and advice.
• Active Series 7 license and Series 66 (63/65) or ability to obtain within 60 days.
• Active Life, Health and Long Term Care Insurance licenses or ability to obtain within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate deep understanding of financial markets and sound judgment.
• Educate clients on technology and channels to monitor investments.
• Maintain an integrity-driven approach and strong client care.
• Collaborate with partners to deepen client relationships and referrals.

Skills

Client relationships

Financial planning

Market understanding

Leadership

Education

Bachelor's degree

Series 7 license

Series 66 license

Life, Health and LTC insurance license

CFP certification (preferred)

Job description

JPMorgan Chase & Co. in New York seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment solutions to individuals and families.

You will build client relationships, grow a book of business, and leverage digital tools to enhance the investor experience. Role requires 2+ years in a financial advisory role, Series 7 and Series 66 licenses, and Life/HLT insurance licenses (or ability to obtain within 60 days).