Wealth Advisor - Private Client & Relationship Planning

JPMorgan Chase & Co.; Town of Monroe (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will build a book of business, deliver personalized investment solutions, and deepen client relationships with a client-centric approach.

You will work with teams to demonstrate strong market knowledge, integrity, and use of digital tools to monitor and manage client investments while educating clients on available channels.

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.

Responsibilities

• Champion and support teammates’ success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions with a focus on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity and educate clients on technology and channels to monitor investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident.

Skills

Relationship management

Financial planning

Business development

Regulatory compliance

Series 7

Series 66

Education

Bachelor's degree

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will build a book of business, deliver personalized investment solutions, and deepen client relationships with a client-centric approach.

You will work with teams to demonstrate strong market knowledge, integrity, and use of digital tools to monitor and manage client investments while educating clients on available channels.