Wealth Advisor: Personal Finance & Client Growth

JPMorgan Chase & Co.; Town of Florida (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance for individuals and families. You will build deep client relationships and partner with specialists to meet client goals.

You will also help clients navigate markets, educate on digital tools, and provide holistic financial coaching beyond investments—delivering an exceptional investor experience.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and relationship-building with partners.
• Commitment to goals-based planning and compliant financial guidance.
• Active Series 7 license; Series 66 (63/65) required or within 60 days.
• Active Life, Health and Long Term Care insurance licenses or within 60 days.

Responsibilities

• Champion and support teammates' success and bank goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions through leadership and relationships.
• Demonstrate deep understanding of financial markets and sound judgement.
• Exhibit integrity in client interests and ethical conduct.
• Educate clients on technology and channels to monitor investments.
• Provide holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to enable clients to bank how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets understanding

Integrity and ethics

Education

Bachelor's degree preferred

CFP certification preferred

Tools

Series 7 license

Series 66 license

Life/Health/LTC licenses

Job description

JPMorgan Chase & Co. in New York seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance for individuals and families. You will build deep client relationships and partner with specialists to meet client goals.

You will also help clients navigate markets, educate on digital tools, and provide holistic financial coaching beyond investments—delivering an exceptional investor experience.