Wealth Advisor - Private Clients

JPMorganChase; 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 to provide comprehensive financial planning and investment solutions to individuals and families, leveraging Chase Wealth Management resources and digital tools.

The role emphasizes relationship management, adherence to compliance, and ongoing client education on market opportunities, with licenses required within 60 days and potential commission-based rewards.

Qualifications

• Minimum 2 years as Financial Advisor or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Knowledge of goals-based planning and investment advisory processes.
• License: Series 7 and Series 66 (63/65) required or must be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Engage with clients to understand financial needs and provide comprehensive planning.
• Collaborate with partners and maintain strong client relationships.
• Promote digital tools and channels to enhance client engagement.

Skills

Client Acquisition

Relationship Management

Goals-based Planning

Financial Planning

Education

Bachelor's degree

Tools

Series 7 license

Series 66 license

Life/Health/ LTC license

CFP certification (preferred)

Job description

J.P. Morgan Chase in New York is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions to individuals and families, leveraging Chase Wealth Management resources and digital tools.

The role emphasizes relationship management, adherence to compliance, and ongoing client education on market opportunities, with licenses required within 60 days and potential commission-based rewards.