Wealth Architect: Private Client Advisor

Next Frontier Capital; New York (NY); On-site; USD 100,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Private Client Advisor to provide comprehensive financial planning and investment advice to individuals and families through Chase Wealth Management.

You will build client relationships, deliver personalized investment solutions, and educate clients on digital tools to monitor and manage investments. The role requires relevant financial licenses (Series 7, 66) and insurance licenses, with CFP preferred and a bachelor's degree.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to build and maintain client relationships and collaborate with partners.
• Commitment to goals-based planning and tailored financial advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advisory services to individuals and families.
• Educate clients on technology and channels to monitor investments.
• Maintain integrity and client-centric service in all interactions.
• Support Chase Wealth Management by leveraging advisory referrals and partnerships.

Skills

Relationship building

Client acquisition

Goals-based planning

Financial planning

Series 7

Series 66 (63/65)

Life/Health/LTC license

Education

CFP certification

Bachelor's degree

Job description

JPMorgan Chase & Co. seeks a Private Client Advisor to provide comprehensive financial planning and investment advice to individuals and families through Chase Wealth Management.

You will build client relationships, deliver personalized investment solutions, and educate clients on digital tools to monitor and manage investments. The role requires relevant financial licenses (Series 7, 66) and insurance licenses, with CFP preferred and a bachelor's degree.