Wealth Planner & Client Advisor

JPMorgan Chase & Co.; Town of New Paltz (NY); On-site; USD 100,000 - 180,000; Full time

Job summary

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

You will build a book of business, rely on relationship-building skills, and work with partners to provide tailored investment solutions. The role emphasizes integrity, client education on digital tools, and a holistic approach to meeting clients’ financial needs.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in acquiring and maintaining clients and collaborating with key partners.
• Commitment to goals-based planning and providing comprehensive financial advice.
• Active Series 7 license and Series 66 license or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions focusing on relationship management, not portfolio management.
• Provide comprehensive financial planning and advisory services to individuals and families.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Uphold unwavering integrity and act in clients' best interests.
• Educate clients on digital tools to monitor, maintain, and manage their investments.
• Offer holistic financial coaching beyond investments.

Skills

Relationship-building

Client acquisition

Financial planning

Knowledge of financial markets

Integrity and ethics

Education

Bachelor’s degree

Tools

Series 7 license

Series 66 license (63/65)

Life, Health and Long-Term Care Insurance license

Job description

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

You will build a book of business, rely on relationship-building skills, and work with partners to provide tailored investment solutions. The role emphasizes integrity, client education on digital tools, and a holistic approach to meeting clients’ financial needs.