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

About the role

J.P. Morgan Chase is dedicated to helping clients achieve their financial goals through a variety of investment products and services. As a Private Client Advisor in Chase Wealth Management, you will provide comprehensive financial planning and advice to individuals and families, focusing on relationship management rather than portfolio management.

Responsibilities

• Champion and support your teammates' success and foster a culture of diversity
• Build a book of business and deliver personalized investment solutions to clients
• Support clients with a holistic view of their needs and financial coaching beyond investments
• Embrace digital innovations to enhance clients' confidence in managing their investments

Requirements

• At least 2 years in a Financial Advisor role or equivalent financial services experience
• Demonstrated success in client acquisition, relationship building, and integration with key partners
• Proven ability and commitment to goals-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

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

Skills

Deep understanding of financial markets and sound business judgment, unwavering integrity, and a passion for educating clients on available technology and channels.

Benefits

Comprehensive health care coverage, on-site health and wellness centers, retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more.

Pay

Base salary determined based on the role, experience, skill set, and location. Commission-based pay and/or discretionary incentive compensation may also be available.

Schedule

Flexible schedule to accommodate client needs.

About J.P. Morgan Chase

J.P. Morgan Chase is a leading financial services firm, serving nearly half of America's households and small businesses. We are committed to creating engaged, lifelong relationships and placing our customers at the heart of everything we do. We offer a competitive total rewards package, including base salary, commission-based pay, and discretionary incentive compensation. We also provide a range of benefits and programs to meet employee needs, such as comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, and more. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

About the Team

The Consumer & Community Banking division at J.P. Morgan Chase serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We are proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.