Wealth Advisor: Private Client Relationships

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

Job summary

J.P. Morgan Chase in New York is seeking a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. You will build trusted relationships and deliver customized investment solutions that align with clients’ goals and risk tolerances.

As a trusted financial partner, you will leverage market insights and digital channels to monitor and manage wealth, while upholding the highest standards of integrity and client service.

Qualifications

• 2+ years as Financial Advisor or in financial services.
• Proven ability to acquire and grow client relationships.
• Commitment to goals-based planning and advice.
• Active Series 7 license required.
• Active Series 66 (63/65) license required or within 60 days of start.
• Active Life, Health and Long-Term Care insurance license required or within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions through leadership and relationship-building.
• Provide comprehensive financial planning and investment advice to individuals and families.
• Demonstrate understanding of financial markets and sound judgement.
• Maintain integrity and focus on client outcomes.
• Educate clients about technology and channels to monitor and manage investments.
• Offer holistic financial coaching beyond investments.

Skills

Client acquisition

Relationship management

Goals-based planning

Series 7

Series 66 license

Life/Health/LTC license

Education

Bachelor’s degree (preferred)

Job description

J.P. Morgan Chase in New York is seeking a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. You will build trusted relationships and deliver customized investment solutions that align with clients’ goals and risk tolerances.

As a trusted financial partner, you will leverage market insights and digital channels to monitor and manage wealth, while upholding the highest standards of integrity and client service.