Community Wealth Advisor & Financial Coach

Next Frontier Capital; New York (NY); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase is looking for a Community Private Client Advisor in New York, NY. This role focuses on providing comprehensive financial planning and advice to individuals and families while uplifting the community through engagement.

You will deliver exceptional client experiences by fostering relationships and offering personalized investment solutions. Candidates should have at least 2 years in a Financial Advisor role and a valid Series 7 license, with strong skills in client acquisition and financial coaching.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Ability to provide a holistic view of clients’ needs beyond investments.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Engage with the community through events and volunteer leadership.
• Provide a holistic view of clients’ needs and financial coaching.

Skills

Client acquisition

Financial coaching

Relationship management

Integrity

Education

Bachelor’s degree preferred

Certified Financial Planning (CFP)

Tools

Series 7 license

Series 66 license

Life, Health, and Long Term Care Insurance license

Job description

J.P. Morgan Chase is looking for a Community Private Client Advisor in New York, NY. This role focuses on providing comprehensive financial planning and advice to individuals and families while uplifting the community through engagement.

You will deliver exceptional client experiences by fostering relationships and offering personalized investment solutions. Candidates should have at least 2 years in a Financial Advisor role and a valid Series 7 license, with strong skills in client acquisition and financial coaching.