Wealth Advisor: Personal Investing & Planning

JPMorgan Chase & Co.; New York (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Private Client Advisor to offer comprehensive financial planning and investment advice to individuals and families. You will build trust through tailored solutions, referrals, and a personalized investor experience across Chase Wealth Management.

The role emphasizes relationship management, market knowledge, and a commitment to integrity while guiding clients on digital tools to monitor and manage their portfolios.

Qualifications

• At least 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.
• A valid and active Series 7.
• A valid and active Series 66 (63/65) license within 60 days of starting.
• A valid and active Life, Health and Long Term Care Insurance license 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 that supports doing right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage their 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 where they want.

Skills

Relationship-building

Financial planning

Client acquisition

Education

Bachelor's degree preferred

Tools

Series 7

Series 66

Life/Health/Long Term Care License

Job description

JPMorgan Chase & Co. in New York seeks a Private Client Advisor to offer comprehensive financial planning and investment advice to individuals and families. You will build trust through tailored solutions, referrals, and a personalized investor experience across Chase Wealth Management.

The role emphasizes relationship management, market knowledge, and a commitment to integrity while guiding clients on digital tools to monitor and manage their portfolios.