J.P. Morgan Wealth Management - Private Client Advisor - Manhattan, NY (Upper Eastside)
On-site · New York City, New York, United States
Job Summary
Private Client Advisor in Chase Wealth Management on Manhattan's Upper East Side. Build a book of business and deliver personalized investment solutions to clients through relationship management, leveraging leadership and collaboration with partners. Provide holistic financial planning, educate clients on technology and channels to monitor and manage their investments, and help clients bank digitally—meeting them where they are. Requires serious investment industry credentials (Series 7 and Series 66 or equivalent within 60 days), Life/Health/LTC license within 60 days, and a preferred CFP certification with a bachelor’s degree. Demonstrates integrity, client-focused service, and the ability to grow relationships across individuals and families across wealth levels.
Required Qualifications
- A valid and active Series 7 license
- A valid and active Series 66 license (63/65) or must be obtained within 60 days of starting in role
- A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in role
- Bachelor’s degree preferred
- CFP certification preferred (not required)
Desired Qualifications
- CFP certification preferred
- Bachelor’s degree preferred
- Series 7 license
- Series 66 license (63/65) or must be obtained within 60 days
- Life, Health and Long Term Care Insurance license or must be obtained within 60 days
- Investment products experience in wealth management
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