Top 115 Private client advisor jp morgan Jobs in New York, Ny

J.P. Morgan Wealth Management - Private Client Advisor - Manhattan, NY (Midtown)
JPMorganChase —New York, NY
- $66,360 a year
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
3d
J.P. Morgan Wealth Management - Private Client Advisor - Queen Central, NY
JPMorganChase —Jackson Heights, NY
- $66,360 a year
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
J.P. Morgan Wealth Management - Private Client Advisor - Rockville Centre, NY
JPMorganChase —Rockville Centre, NY
- $66,360 a year
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
J.P. Morgan Wealth Management - Private Client Investment Associate - Midtown Manhattan
JPMorganChase —New York, NY
- $28.85 - $39.90 an hour
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
7d
J.P. Morgan Wealth Management - Private Client Investment Associate - Upper Eastside, NY
JPMorganChase —New York, NY
- $28.85 - $39.90 an hour
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
10d
J.P. Morgan Wealth Management - Private Client Advisor - Edison / Hillsborough / Somerset - New Jersey
JPMorganChase —Edison, NJ
- $47,520 a year
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
J.P. Morgan Wealth Management - Private Client Investment Associate - Financial District
JPMorganChase —New York, NY
- $28.85 - $39.90 an hour
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
7d
J.P. Morgan Advisors - Client Associate - Offboarding/Client Service Team
JPMorganChase —New York, NY
- $75,200 - $114,900 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Tuition reimbursement
8h
J.P. Morgan Wealth Management - Private Client Advisor - Westbury, NY
JPMorganChase —Westbury, NY
- $66,360 a year
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
J.P. Morgan Wealth Management - Private Client Investment Associate - Lower Westside
JPMorganChase —New York, NY
- $28.85 - $39.90 an hour
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
4d
J.P. Morgan Wealth Management - Private Client Investment Associate - Radio City, New York
JPMorganChase —New York, NY
- $28.85 - $39.90 an hour
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
J.P. Morgan Wealth Management - Private Client Investment Associate - Midtown Manhattan, NY
JPMorganChase —New York, NY
- $28.85 - $39.90 an hour
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
1d
J.P. Morgan Wealth Management - Private Client Advisor - Montclair / Short Hills - New Jersey
JPMorganChase —Montclair, NJ
- $47,520 a year
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
2d
J.P. Morgan Wealth Management - Private Client Investment Associate Team Leader- New York, NY
JPMorganChase —New York, NY
- $131,000 - $184,000 a year
- Full-time
- Up to 50% travel
- Office
- Travel
- Health insurance
- Tuition reimbursement
4d
J.P. Morgan Wealth Management - Private Client Investment Associate - Forest Hills, NY
JPMorganChase —Forest Hills, NY
- $28.85 - $39.90 an hour
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
J.P. Morgan Wealth Management - Private Client Investment Associate - Montclair, NJ
JPMorganChase —Upper Montclair, NJ
- $28.85 - $39.90 an hour
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
JPMorgan Private Bank - Client Skills Training - Design & Facilitation Specialist
JPMorganChase —New York, NY
- $114,000 - $180,000 a year
- Full-time
- Mid-level
- Bachelor's degree
- 4 years
- Health insurance
- Tuition reimbursement
Strategy & Operations Associate
Farsight AI —New York, NY
- $110,000 - $150,000 a year
- Full-time
- Background check
- Microsoft Excel
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Asset Management - Client Account Manager - Associate
JPMorganChase —New York, NY
- $85,500 - $150,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Tuition reimbursement
Events Associate, Hosted Events - Workplace Solutions
JPMorganChase —New York, NY
- $80,750 - $135,000 a year
- Full-time
- Marketing
- Mid-level
- Office
- Health insurance
- Tuition reimbursement

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J.P. Morgan Wealth Management - Private Client Advisor - Manhattan, NY (Midtown)

JPMorganChase -
New York, NY

Apply Now

Job Details

Full-time
$66,360 a year
3 days ago

Benefits

Health insurance
Tuition reimbursement
Retirement plan

Qualifications

Financial sales
Customer relationship building
Series 7
Client base expansion
Customer relationship management
Financial goal setting advisory services
Life & Health Insurance License
Experience practicing in the securities industry
Customer acquisition

Full Job Description

JOB DESCRIPTION

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job responsibilities

Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Required qualifications, capabilities, and skills

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 qualifications, capabilities, and skills

Certified Financial Planning (CFP®) certification is preferred
Bachelor's degree preferred

INVESTMENT AND INSURANCE PRODUCTS ARE:

• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

ABOUT US

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

ABOUT THE TEAM

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

Apply Now

Refine Your Search

private client advisor jp morgan jobs in new york, ny

J.P. Morgan Wealth Management - Private Client Advisor - Manhattan, NY (Midtown)

J.P. Morgan Wealth Management - Private Client Advisor - Queen Central, NY

J.P. Morgan Wealth Management - Private Client Advisor - Rockville Centre, NY

J.P. Morgan Wealth Management - Private Client Investment Associate - Midtown Manhattan

J.P. Morgan Wealth Management - Private Client Investment Associate - Upper Eastside, NY

J.P. Morgan Wealth Management - Private Client Advisor - Edison / Hillsborough / Somerset - New Jersey

J.P. Morgan Wealth Management - Private Client Investment Associate - Financial District

J.P. Morgan Advisors - Client Associate - Offboarding/Client Service Team

J.P. Morgan Wealth Management - Private Client Advisor - Westbury, NY

J.P. Morgan Wealth Management - Private Client Investment Associate - Lower Westside

J.P. Morgan Wealth Management - Private Client Investment Associate - Radio City, New York

J.P. Morgan Wealth Management - Private Client Investment Associate - Midtown Manhattan, NY

J.P. Morgan Wealth Management - Private Client Advisor - Montclair / Short Hills - New Jersey

J.P. Morgan Wealth Management - Private Client Investment Associate Team Leader- New York, NY

J.P. Morgan Wealth Management - Private Client Investment Associate - Forest Hills, NY

J.P. Morgan Wealth Management - Private Client Investment Associate - Montclair, NJ

JPMorgan Private Bank - Client Skills Training - Design & Facilitation Specialist

Strategy & Operations Associate

Asset Management - Client Account Manager - Associate

Events Associate, Hosted Events - Workplace Solutions

I want to receive the latest job alert for private client advisor jp morgan in new york, ny

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