Wealth Advisor: Private Client Planning & Relationships

Testing Site - JPMC; City of White Plains (NY); On-site; USD 100,000 - 150,000; Full time

Job summary

J.P. Morgan Chase's Chase Wealth Management seeks a Private Client Advisor to deliver comprehensive financial planning and advice to individuals and families. You will build strong client relationships and provide tailored investment solutions, supported by leading digital tools.

Responsibilities include growing a book of business, partnering with key stakeholders, and maintaining high ethical standards while guiding clients through markets and financial decisions.

Qualifications

• At least 2 years as a Financial Advisor or equivalent.
• Valid Series 7 and Series 66 licenses, or obtain within 60 days.
• Life, Health and Long Term Care insurance licenses, or obtain within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Support teammates and goals of the bank while promoting diversity.
• Demonstrate understanding of financial markets and sound judgement.
• Act with integrity and educate clients on digital tools for monitoring investments.
• Provide holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients bank how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial advisory

Communication

Series 7 license

Series 66 license (63/65)

Life/Health/LTC license

Education

Bachelor’s degree

CFP certification preferred

Job description

J.P. Morgan Chase's Chase Wealth Management seeks a Private Client Advisor to deliver comprehensive financial planning and advice to individuals and families. You will build strong client relationships and provide tailored investment solutions, supported by leading digital tools.

Responsibilities include growing a book of business, partnering with key stakeholders, and maintaining high ethical standards while guiding clients through markets and financial decisions.