Wealth Management & Relationship Advisor

JPMorganChase

Town of Mount Pleasant (NY)

On-site

USD 90,000 - 150,000

Full time

5 days ago

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Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and tailored investment advice for individuals and families in the New York area.

The role emphasizes relationship-building, digital channel engagement, and a strong commitment to fiduciary integrity. The position requires 2+ years in financial advisory, licensing (Series 7 and 66 or equivalent) within 60 days of starting, and Life/Health/LTC licenses or to obtain them

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.
Licensing requirements: Series 7, Series 66 or equivalent within 60 days of start.
Life, Health and Long Term Care Insurance license required or to be obtained within 60 days.

Responsibilities

Build a book of business and deliver personalized investment solutions with a focus on relationship management.
Demonstrate understanding of financial markets and sound business judgment.
Provide education to clients on technology and digital channels for monitoring investments.
Offer comprehensive financial planning and advice to individuals and families.
Collaborate with Chase partners to deepen client relationships.