Wealth Advisor — Private Client Specialist

Aumni; Village of Brewster (NY); On-site; USD 85,000 - 140,000; Full time

Benefits offered by this job

Health benefits

On-site clinics

Retirement plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.

You will help clients build relationships, offer advised solutions, and leverage Chase partner referrals to deepen client engagement. Role emphasizes strong client relationships, integrity, and the use of digital channels to enhance client experience.

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.
• License requirements: Series 7, Series 66 or must be obtained within 60 days; Life/Health/LTC license required or to be obtained within 60 days.

Responsibilities

• Champion and support your teammates’ success and the bank’s goals while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions through leadership and relationship-building.
• Demonstrate understanding of financial markets and sound business judgment.
• Exhibit integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor, maintain, and manage investments.
• Provide holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients be digitally confident.

Skills

Client relationships

Financial advisory

Goals-based planning

Series 7 license

Series 66 license

Insurance license

Education

CFP certification

Bachelor's degree preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.

You will help clients build relationships, offer advised solutions, and leverage Chase partner referrals to deepen client engagement. Role emphasizes strong client relationships, integrity, and the use of digital channels to enhance client experience.