Wealth Advisor: Client Relationships & Planning

JPMorgan Chase; Selden (NY); On-site; USD 60,000 - 73,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families. You will build trusted relationships, offer advised solutions, and leverage Chase referrals to grow client coverage.

Responsibilities center on relationship management, understanding markets, and delivering holistic financial guidance with a focus on client needs and digital channels.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and grow client relationships and collaborate with partners.
• Commitment to goals-based planning and advice.

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 focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Maintain integrity and act in the best interests of clients at all times.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Adopt digital tools to help clients be digitally confident and bank the way they want.

Skills

Client acquisition

Relationship building

Goals-based planning

Series 7 license

Series 66 license (63/65)

Life, Health & LTC license

CFP certification (preferred)

Education

Bachelor's degree (preferred)

CFP certification (preferred)

Job description

JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families. You will build trusted relationships, offer advised solutions, and leverage Chase referrals to grow client coverage.

Responsibilities center on relationship management, understanding markets, and delivering holistic financial guidance with a focus on client needs and digital channels.