J.P. Morgan Wealth Management - Private Client Advisor - Manhattan, NY (Midtown)

About the role

J.P. Morgan Chase is dedicated to helping clients manage their financial needs, supporting them with a broad investment product platform and advanced digital tools. As a Private Client Advisor in Chase Wealth Management, you will work closely with clients to offer tailored investment solutions and build long-term relationships.

Job Responsibilities

• Champion and support team members' success and foster a diverse and inclusive workplace culture
• Build a book of business and deliver personalized investment solutions through leadership and relationship-building skills
• Provide a holistic view of clients' needs, including financial coaching beyond investments
• Embrace digital innovations to enhance clients' confidence and engagement with their investments

Required Qualifications, Capabilities, And Skills

• At least 2 years in a Financial Advisor role or equivalent financial services experience
• Demonstrated success in client acquisition, relationship management, and integration with key partners
• Proven ability and commitment to providing goal-based planning and advice
• A valid and active Series 7A, Series 66 (63/65), and Life, Health, and Long-Term Care Insurance licenses

Preferred Qualifications, Capabilities, And Skills

• Certified Financial Planning (CFP®) certification
• Bachelor's degree preferred

Investment And Insurance Products Are NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT

Products not available in all states. For more information, visit our FAQs.