Wealth Advisor: Holistic Planning & Client Growth

JPMorgan Chase & Co.; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build a book of business, provide tailored investment solutions, and leverage Chase referrals to deepen client relationships. Ideal candidates have 2+ years in a financial advisor role, demonstrated client acquisition success, and hold Series 7 and Series 66 licenses (or obtain within 60 days).

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in acquiring clients and maintaining relationships.
• Commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 license or obtain within 60 days of start.
• Active Life, Health and Long Term Care license or obtain within 60 days of start.

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 channels to monitor and manage investments.
• Partner referrals to deepen client relationships.
• Demonstrate integrity and prioritize client needs in all interactions.

Skills

Financial advising

Client acquisition

Relationship management

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC license

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build a book of business, provide tailored investment solutions, and leverage Chase referrals to deepen client relationships. Ideal candidates have 2+ years in a financial advisor role, demonstrated client acquisition success, and hold Series 7 and Series 66 licenses (or obtain within 60 days).