Wealth Advisor for Private Clients

JPMorgan Chase & Co.; New York (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will deliver advised solutions, deepen client relationships, and leverage Chase referrals to broaden your client base.

You will guide clients through a holistic financial approach, educate them on digital tools, and collaborate with teams to ensure a superior investor experience while meeting regulatory standards.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience
• Proven success in acquiring clients and maintaining relationships with key partners
• Commitment to goals-based planning and advice

Responsibilities

• Champion and support teammates' success and bank goals while fostering diversity
• Build a book of business and deliver personalized investment solutions through leadership and relationships
• Demonstrate deep understanding of financial markets and sound business judgment
• Exhibit integrity and always do right by clients
• Educate clients on technology and channels to monitor investments
• Provide holistic view of clients' needs and financial coaching beyond investments
• Embrace digital innovations to help clients become digitally confident and use banking channels effectively

Skills

Client acquisition

Relationship building

Goals-based planning

Financial markets knowledge

Integrity

Education

CFP

Bachelor's degree preferred

Job description

JPMorgan Chase & Co. in New York seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will deliver advised solutions, deepen client relationships, and leverage Chase referrals to broaden your client base.

You will guide clients through a holistic financial approach, educate them on digital tools, and collaborate with teams to ensure a superior investor experience while meeting regulatory standards.