J.P. Morgan Wealth Management – Private Client Advisor - West Babylon, NY
Company: JPMorganChase
Location: West Babylon
Posted on: April 1, 2026
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Job Description:
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.
Keywords: JPMorganChase, Yonkers , J.P. Morgan Wealth Management – Private Client Advisor - West Babylon, NY, Accounting, Auditing , West Babylon, New York
