Wealth Advisor: Grow Client Relationships with Investment Solutions

Testing Site - JPMC; New York (NY); On-site; USD 100,000 - 150,000; Full time

Job summary

J.P. Morgan Chase Wealth Management in New York seeks a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families.

You will build a trusted relationship with clients and deliver tailored solutions through coordinated advice and Chase partner referrals. You will guide clients through markets with a focus on goals-based planning, integrating digital tools to monitor and manage investments.

Qualifications

• 2+ years in Financial Advisor role or equivalent financial services experience
• Successful client acquisition and relationship management
• Commitment to goals-based planning and advice
• Active Series 7 license
• Active Series 66 (63/65) license or to be obtained within 60 days
• Active Life, Health and Long Term Care Insurance license or to be obtained within 60 days
• CFP certification preferred
• Bachelor's degree preferred

Responsibilities

• Champion and support teammates’ success and the bank's goals while fostering diversity
• Build a book of business and deliver personalized investment solutions focusing on relationship management
• Demonstrate deep understanding of financial markets and sound judgement
• Exhibit integrity toward clients at every opportunity
• Educate clients on technology and channels to monitor and manage investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients bank digitally and conveniently

Skills

Financial advisory

Client relationships

Goals-based planning

Digital channels

Integrity

Communication

Education

Series 7 license

Series 66 license

Life/Health/LTC license

CFP certification (preferred)

Bachelor's degree (preferred)

Job description

J.P. Morgan Chase Wealth Management in New York seeks a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families.

You will build a trusted relationship with clients and deliver tailored solutions through coordinated advice and Chase partner referrals. You will guide clients through markets with a focus on goals-based planning, integrating digital tools to monitor and manage investments.