J.P. Morgan Wealth Management – Private Client Advisor - Oswego, NY
On-site · Oswego, New York, United States
Job Summary
Private Client Advisor in Chase Wealth Management provides comprehensive financial planning and investment solutions to individuals and families, building a book of business and delivering personalized investment solutions through leadership and relationship-building skills. The role emphasizes relationship management, understanding financial markets and sound business judgment, and educating clients on technology and digital channels to monitor, maintain, and handle investments. It also involves holistic financial coaching beyond investments and leveraging digital innovations to enable clients to bank when, where, and how they want. Preferred qualifications include CFP certification and a bachelor’s degree; licensing requirements include Series 7, Series 66, and Life/Health/LTC licenses with completion within 60 days of starting.
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, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- 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
- Preferred: Certified Financial Planning (CFP®) certification
- Preferred: Bachelor’s degree
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