Wealth Strategy Private Client Advisor

J.P. Morgan; New York (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase seeks a Private Client Advisor for Chase Wealth Management to provide comprehensive financial planning and personalized investment guidance to individuals and families. You will help clients grow and protect wealth, deliver tailored advice, and coordinate with partners to meet client goals.

In this role, you’ll build a client book, educate clients on markets and digital tools, and maintain a high standard of integrity and client service across a broad range of financial needs.

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.
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

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 clients by relying on leadership and relationship-building skills.
• 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 the firm's 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

Skills

2+ years in a Financial Advisor role

Client acquisition

Goals-based planning

Relationship-building

Integrity and ethics

Education

Bachelor's degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase seeks a Private Client Advisor for Chase Wealth Management to provide comprehensive financial planning and personalized investment guidance to individuals and families. You will help clients grow and protect wealth, deliver tailored advice, and coordinate with partners to meet client goals.

In this role, you’ll build a client book, educate clients on markets and digital tools, and maintain a high standard of integrity and client service across a broad range of financial needs.