Wealth Advisor: Holistic Planning & Client Growth

JPMorganChase; East Aurora (NY); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

On-site health and wellness centers

Mental health support

Job summary

J.P. Morgan Chase in New York is seeking a Private Client Advisor to deliver comprehensive financial planning and advice to individuals and families. You will offer a broad range of investment solutions and Chase partner referrals to deepen client relationships.

Your expertise will support clients from those starting to save to those with significant wealth, guiding them through digital channels while maintaining the highest standards of integrity and client service.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Demonstrate understanding of financial markets and sound judgment.
• Educate clients on technology and channels to monitor investments.
• Provide holistic view of clients' needs and financial coaching beyond investments.
• Uphold integrity and regulatory compliance in all client interactions.

Skills

Client acquisition

Relationship management

Goals-based planning

Series 7

Series 66

Life/Health/LTC licenses

Education

CFP certification

Bachelor's degree

Job description

J.P. Morgan Chase in New York is seeking a Private Client Advisor to deliver comprehensive financial planning and advice to individuals and families. You will offer a broad range of investment solutions and Chase partner referrals to deepen client relationships.

Your expertise will support clients from those starting to save to those with significant wealth, guiding them through digital channels while maintaining the highest standards of integrity and client service.