Wealth Advisor: Private Client & Digital Solutions

Testing Site - JPMC; New York (NY); On-site; USD 95,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment guidance to individuals and families.

You will build trusted relationships and provide exceptional service, leveraging digital tools to monitor and manage portfolios. The role emphasizes client acquisition, holistic needs-based coaching, and collaboration with partners to deliver sophisticated solutions, while maintaining strong

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Licenses required or must be obtained within 60 days of starting in the role.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice to individuals and families.
• Educate clients on digital tools to monitor and manage investments.
• Collaborate with partners and uphold high ethical standards.

Skills

Client acquisition

Relationship management

Goals-based planning

Digital client education

Investment knowledge

Education

CFP certification (preferred)

Tools

Series 7 license

Series 66 license

Life/Health/LTC license

Job description

JPMorgan Chase & Co. in New York seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment guidance to individuals and families.

You will build trusted relationships and provide exceptional service, leveraging digital tools to monitor and manage portfolios. The role emphasizes client acquisition, holistic needs-based coaching, and collaboration with partners to deliver sophisticated solutions, while maintaining strong