Wealth Advisor: Holistic Planning & Digital Solutions

J.P. Morgan; New York (NY); On-site; USD 90,000 - 160,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

More

Job summary

J.P. Morgan Chase seeks a Private Client Advisor to deliver comprehensive financial planning and investment solutions within Chase Wealth Management. You will build relationships with individuals and families, offer advised solutions, and leverage Chase partner referrals to deepen client engagement.

Role emphasizes client-centric service, market knowledge, and digital tools to monitor and manage investments while maintaining high ethical standards and integrity in all client interactions.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• Active Series 7 and Series 66 (63/65) licenses or must be obtained within 60 days of starting.

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 focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity in serving clients and doing right by them.
• 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 be more digitally confident and bank how they want.

Skills

Client acquisition

Relationship management

Financial planning

Advised solutions

Education

Series 7 license

Series 66 license (63/65)

Life/Health/Long Term Care license

CFP certification (preferred)

Bachelor's degree

Job description

J.P. Morgan Chase seeks a Private Client Advisor to deliver comprehensive financial planning and investment solutions within Chase Wealth Management. You will build relationships with individuals and families, offer advised solutions, and leverage Chase partner referrals to deepen client engagement.

Role emphasizes client-centric service, market knowledge, and digital tools to monitor and manage investments while maintaining high ethical standards and integrity in all client interactions.