J.P. Morgan Wealth Management – Private Client Advisor - Queens, NY
On-site · Queens, New York, United States
Job Summary
Private Client Advisor in Chase Wealth Management delivers comprehensive financial planning and investment advice to individuals and families, builds a book of business, leverages leadership and relationship-building skills, demonstrates market understanding, and guides clients through digital tools and channels to monitor and manage their investments. The role emphasizes serving clients with a holistic view of their financial needs, partnering with specialists, and maintaining strong client relationships through education and proactive planning.
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
- 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 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
Desired Qualifications
- Certified Financial Planning (CFP) certification
- Bachelor’s degree preferred
- Series 7 license
- Series 66 license (63/65) or ability to obtain within 60 days
- Life, Health and Long Term Care Insurance license or ability to obtain within 60 days
- Bachelor’s degree preferred
- Experience in client acquisition and relationship management
- Strong understanding of financial markets and goals-based planning
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