Wealth Advisor - Private Client & Investment Solutions

JPMorgan Chase & Co.; New York (NY); On-site; USD 90,000 - 160,000; 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 personalized investment solutions to individuals and families, helping them grow and protect wealth.

You will foster strong client relationships, stay informed on market trends, and collaborate with partners to provide seamless, advisor-led solutions in a digitally enabled environment.

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 license.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• CFP certification is preferred.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide holistic financial planning and investor education.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Act with integrity and put clients' interests first.
• Embrace digital tools to enhance client experience and monitoring of investments.
• Collaborate with Chase partners to deepen client relationships.

Skills

Relationship-building

Client acquisition

Goals-based planning

Financial advisory

Market understanding

Series 7 licensing

Series 66 licensing

Life/Health/LTC license

CFP (preferred)

Education

Bachelor’s degree

Job description

JPMorgan Chase & Co. in New York seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions to individuals and families, helping them grow and protect wealth.

You will foster strong client relationships, stay informed on market trends, and collaborate with partners to provide seamless, advisor-led solutions in a digitally enabled environment.