Strategic Private Wealth Advisor

JPMorganChase; Hauppauge (NY); On-site; USD 95,000 - 165,000; Full time

Job summary

J.P. Morgan Chase is hiring a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and trusted investment advice to individuals and families.

You will leverage a broad product platform and digital tools to provide tailored solutions, while strengthening client relationships through Chase referrals and personalized service. The role focuses on growing a book of business, applying goals-based planning, and maintaining the highest standards of integrity

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and retain clients and partner with key teams.
• Demonstrated commitment to goals-based planning and advice.
• A valid and active Series 7 license is required.
• 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 clients, focusing on relationship management rather than portfolio 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 the technology and channels available to monitor, maintain, and manage their investments
• Provide a holistic view of clients' needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Financial planning

Relationship management

Client acquisition

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC license

Education

Bachelor's degree (preferred)

CFP certification (preferred)

Job description

J.P. Morgan Chase is hiring a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and trusted investment advice to individuals and families.

You will leverage a broad product platform and digital tools to provide tailored solutions, while strengthening client relationships through Chase referrals and personalized service. The role focuses on growing a book of business, applying goals-based planning, and maintaining the highest standards of integrity