Wealth Advisor: Private Client Planning & Growth

Testing Site - JPMC; Town of Mount Pleasant (NY); On-site; USD 100,000 - 150,000; Full time

Job summary

J.P. Morgan Chase seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions for individuals and families. You will build client relationships, rely on leadership skills, and integrate with partners to deepen client engagement.

The role emphasizes fiduciary diligence, growth of a client book, and the use of digital channels to enhance the investor experience while maintaining the highest standards of integrity.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and relationship building with key partners.
• Demonstrated commitment to goals-based planning and advice.
• Licenses required or to be obtained within 60 days of starting: Series 7 and Series 66.
• Life, Health, and Long Term Care insurance licenses required or to be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advisory services for individuals and families.
• Demonstrate strong understanding of financial markets and prudent judgment.
• Uphold high standards of integrity and client-first service.
• Educate clients on digital tools to monitor and manage investments.
• Offer holistic financial coaching beyond investments.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Integrity and ethics

Education

Bachelor's degree (preferred)

CFP certification preferred

Tools

Series 7

Series 66 (63/65)

Life/Health/LTC license

Job description

J.P. Morgan Chase seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions for individuals and families. You will build client relationships, rely on leadership skills, and integrate with partners to deepen client engagement.

The role emphasizes fiduciary diligence, growth of a client book, and the use of digital channels to enhance the investor experience while maintaining the highest standards of integrity.