Wealth Advisor for Private Clients & Holistic Planning

JPMorgan Chase & Co.; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in New York invites experienced Private Client Advisors to provide comprehensive financial planning and tailored investment guidance to individuals and families. You will build a book of business and deepen client relationships through trusted advice, leveraging Chase Wealth Management resources to deliver an exceptional investor experience.

This role emphasizes integrity, goals-based planning, and using digital tools to monitor and manage investments for clients.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience
• Demonstrated success in client acquisition, cultivating and maintaining client relationships
• Demonstrated ability and commitment to goals-based planning and advice
• A valid and active Series 7
• 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
• Certified Financial Planning (CFP®) certification is preferred
• Bachelor’s degree 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 your clients by relying on relationship-building skills 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
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle 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

Relationship management

Financial planning

Client acquisition

Sales and advisory

Communication

Education

Bachelor's degree

Tools

Series 7

Series 66

Life/Health/LTC license

Job description

JPMorgan Chase & Co. in New York invites experienced Private Client Advisors to provide comprehensive financial planning and tailored investment guidance to individuals and families. You will build a book of business and deepen client relationships through trusted advice, leveraging Chase Wealth Management resources to deliver an exceptional investor experience.

This role emphasizes integrity, goals-based planning, and using digital tools to monitor and manage investments for clients.