Wealth Advisor: Private Clients & Relationship Builder

Testing Site - JPMC; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will build relationships, deliver investment solutions, and participate in a broad range of client services within a leading financial services firm.

The role emphasizes relationship management, strong knowledge of financial markets, and a commitment to integrity while supporting clients’ long-term financial goals.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• A valid and active Series 7 license.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.

Skills

Client acquisition

Relationship management

Financial markets knowledge

Integrity

Communication skills

Education

Series 7 License

Series 66 License

Life/Health/LTC license

Tools

CFP Certification

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will build relationships, deliver investment solutions, and participate in a broad range of client services within a leading financial services firm.

The role emphasizes relationship management, strong knowledge of financial markets, and a commitment to integrity while supporting clients’ long-term financial goals.