Wealth Advisor — Private Client Planner

JPMorganChase; Town of Florida (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions to individuals and families in the New York area.

You will build enduring client relationships, collaborate with partners, and provide an exceptional investor experience across digital and traditional channels. You will rely on your knowledge of markets, regulatory requirements, and client needs to guide long-term wealth strategies, while

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.
• Licenses: Series 7, Series 66 (63/65) or must obtain within 60 days of start.
• Life, Health and Long Term Care Insurance license required or must be obtained 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 clients with emphasis on relationship management
• Demonstrate deep understanding of financial markets and sound business judgement
• Exhibit integrity and do right by clients at every opportunity
• Educate clients on technology and channels to monitor and manage investments
• Provide a holistic view of clients' needs and financial coaching beyond investments
• Embrace digital innovations to help clients be digitally confident and bank anytime, anywhere

Skills

Client acquisition

Relationship-building

Goals-based planning

Series 7

Series 66

Life/Health/LTC license

Education

Bachelor's degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions to individuals and families in the New York area.

You will build enduring client relationships, collaborate with partners, and provide an exceptional investor experience across digital and traditional channels. You will rely on your knowledge of markets, regulatory requirements, and client needs to guide long-term wealth strategies, while