Wealth Advisor, Private Client Solutions

Next Frontier Capital

New York (NY)

On-site

USD 90,000 - 140,000

Full time

14 days+

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Job summary

JPMorgan Chase in New York is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will build lifelong client relationships and offer tailored investment solutions to meet financial goals.

The role emphasizes integrity, education on digital tools, and a commitment to goals-based planning, with licensing requirements including Series 7 and Series 66, plus Life/Health/LTC license; CFP preferred and a

Qualifications

2+ years in a Financial Advisor role or equivalent financial services experience.
Demonstrated success in client acquisition and maintaining client relationships.
Commitment to goals-based planning and advice.
Active Series 7 license is required.
Active Series 66 license (63/65) required or to be obtained within 60 days of starting.
Active Life, Health and Long Term Care Insurance license required or to be obtained within 60 days of starting.

Responsibilities

Build a book of business and deliver personalized investment solutions.
Provide comprehensive financial planning and advice.
Demonstrate understanding of financial markets and sound judgment.
Maintain integrity and do right by clients.
Educate clients on technology and channels to monitor investments.
Offer holistic view of clients' needs and financial coaching beyond investments.
Embrace digital tools to enhance client accessibility.