Wealth Management Private Client Advisor Planning Pro

JPMorgan Chase & Co.; Nanuet (NY); On-site; USD 95,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in New York area seeks a Private Client Advisor to deliver comprehensive financial planning and advice to individuals and families.

You will support a wide range of clients, from new savers to high-net-worth, offering advised solutions and referrals to deepen client relationships. The role emphasizes integrity, relationship-building, and market insight within Chase Wealth Management.

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 andcommitment to goals-based planning and advice.
• A valid and active Series 7 licence.
• A valid and active Series 66 license or within 60 days of starting.
• A valid and active Life, Health and Long Term Care Insurance license or within 60 days of starting.

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 leveraging leadership and relationship-building; focus on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when and where they want.

Skills

Series 7

Series 66

Life/Health/LTC licenses

Relationship management

Financial planning

Education

CFP certification

Bachelor's degree preferred

Tools

None

Job description

JPMorgan Chase & Co. in New York area seeks a Private Client Advisor to deliver comprehensive financial planning and advice to individuals and families.

You will support a wide range of clients, from new savers to high-net-worth, offering advised solutions and referrals to deepen client relationships. The role emphasizes integrity, relationship-building, and market insight within Chase Wealth Management.