Wealth Planning Advisor for Private Clients

JPMorgan Chase & Co.

City of Albany (NY)

On-site

USD 90,000 - 150,000

Full time

14 days+

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Job summary

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

You will help clients achieve their goals with Advisor-led solutions and Chase referrals, focusing on relationship management and personalized investment guidance. You will build a book of business, stay current on markets, and uphold integrity while educating clients on digital tools to monitor and manage investments.

Qualifications

At least 2 years in a Financial Advisor role or equivalent financial services experience.
Proven success in building client relationships and expanding assets.
Experience providing goals-based financial planning and advice.

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. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their 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, where, and how they want