Wealth Advisor, Private Client Services

JPMorgan Chase & Co.; New York (NY); On-site; USD 90,000 - 160,000; Full time

Job summary

JPMorgan Chase & Co. is hiring a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will help clients with investing, referrals, and building lasting relationships across both traditional and digital channels. You will deliver personalized investment solutions, work with partners, and educate clients on available technology to monitor and manage their investments, while upholding uncompromising integrity

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience
• Proven success in acquiring and maintaining client relationships and partnering with key advisors
• Demonstrated commitment to goals-based planning and advice

Responsibilities

• Champion and support your teammates’ success and the bank's goals, fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions through leadership and relationship-building
• Demonstrate deep understanding of financial markets and sound business judgement
• Maintain 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
• Leverage digital tools to help clients be digitally confident and bank anywhere

Skills

Client acquisition

Relationship management

Goals-based planning

Financial advising

Communication

Job description

JPMorgan Chase & Co. is hiring a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will help clients with investing, referrals, and building lasting relationships across both traditional and digital channels. You will deliver personalized investment solutions, work with partners, and educate clients on available technology to monitor and manage their investments, while upholding uncompromising integrity