J.P. Morgan Wealth Management - Private Client Advisor - New York, NY (Lower Westside)
On-site · New York City, New York, United States
Job Summary
Private Client Advisor within Chase Wealth Management in New York. Provide comprehensive financial planning and advice to individuals and families, delivering personalized investment solutions and coordinating with Chase partner referrals to deepen client relationships. Emphasize relationship management, education on technology and channels for digital access, and a holistic view of clients’ financial needs with a focus on goals-based planning and strong integrity. Requires Series 7 and Series 66 licenses (or equivalent) and Life, Health, and Long Term Care licenses, plus 2+ years of financial services experience; preferred CFP certification and bachelor's degree. The role involves building a book of business, leveraging leadership and client relationships to deliver investment solutions and collaborate with partners in a dynamic wealth-management environment.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- A valid and active Series 7 license
- 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
- Bachelor’s degree preferred
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