Wealth Advisor: Holistic Planning & Client Growth

JPMorgan Chase & Co.; New York (NY); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Private Client Advisor for Chase Wealth Management. You will offer comprehensive financial planning and advice to individuals and families, building strong client relationships and delivering personalized investment solutions.

Your role focuses on holistic client needs, using digital tools to enhance the investor experience, and collaborating with partners to deepen client engagement.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent experience.
• Proven success in client acquisition and relationship-building with internal partners.
• Commitment to goals-based planning and financial guidance.
• Active Series 7 license required or must be obtained within 60 days of start date.
• Active Series 66 license required or obtained within 60 days of start date.
• Active Life, Health and Long Term Care Insurance license required or obtained within 60 days of start date.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice to individuals and families.
• Educate clients on technology and digital channels to monitor investments.
• Act with integrity and focus on client-centric service.
• Collaborate with partners to deepen client relationships.

Skills

Client acquisition

Relationship management

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC license

Financial markets knowledge

Education

Bachelor’s degree (preferred)

CFP certification (preferred)

Job description

JPMorgan Chase & Co. in New York seeks a Private Client Advisor for Chase Wealth Management. You will offer comprehensive financial planning and advice to individuals and families, building strong client relationships and delivering personalized investment solutions.

Your role focuses on holistic client needs, using digital tools to enhance the investor experience, and collaborating with partners to deepen client engagement.