Wealth Advisor: Personal Planning and Digital Solutions

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

Benefits offered by this job

Not FDIC insured

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advisory services to individuals and families.

You will deliver personalized investment solutions, leverage partner referrals, and cultivate strong client relationships across diverse markets. The role focuses on relationship management, financial coaching beyond investments, and guiding clients through digital channels to enhance their investor experience and

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship cultivation.
• Commitment to goals-based planning and advice.
• A valid Series 7 license.
• A valid Series 66 (63/65) license or must be obtained within 60 days.
• A valid Life, Health and Long Term Care license or must be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients with relationship focus.
• Support teammates’ success and bank goals while promoting diversity.
• Demonstrate understanding of financial markets and sound business judgement.
• Provide holistic view of clients’ needs and financial coaching beyond investments.
• Educate clients on technology and channels to monitor and manage investments.
• Embrace digital innovations to enable clients to bank how they want.

Skills

Relationship management

Client acquisition

Goals-based planning

Financial market awareness

Integrity and ethics

Investor education

Education

Bachelor's degree

CFP certification preferred

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advisory services to individuals and families.

You will deliver personalized investment solutions, leverage partner referrals, and cultivate strong client relationships across diverse markets. The role focuses on relationship management, financial coaching beyond investments, and guiding clients through digital channels to enhance their investor experience and