J.P. Morgan Wealth Management - Private Client Advisor - Manhattan, NY (Upper Westside)
On-site · New York City, New York, United States
Job Summary
Private Client Advisor in Chase Wealth Management provides comprehensive financial planning and advice to individuals and families, builds a book of business, and delivers personalized investment solutions. The role emphasizes relationship management, understanding financial markets, and leveraging digital tools to help clients monitor and manage investments; requires Series 7 and Series 66 licenses (63/65) and Life/Health/Long Term Care licenses (with 60-day fulfillment), with CFP preferred and bachelor's degree preferred. Location is Manhattan, NY with on-site responsibilities.
Required 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
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7 license
- A valid and active Series 66 (63/65) license 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 or must be obtained within 60 days of starting in the role as a condition of employment
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