Community Wealth Advisor & Financial Coach

J.P. Morgan; New York (NY); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Paid time off for community volunteerism

Job summary

A leading financial institution in New York is seeking an experienced Community Private Client Advisor. This role entails providing comprehensive financial planning and investment solutions to a diverse client base. The ideal candidate will engage with the community, build lasting relationships, and ensure clients receive a holistic view of their financial needs. Applicants should have at least 2 years of experience as a Financial Advisor and relevant licenses. The position offers competitive rewards, including a salary and potential commission.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Ability to provide holistic view of clients’ needs.
• Demonstrated success in client acquisition and relationship cultivation.

Responsibilities

• Engage with the community by hosting and participating in events.
• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology to monitor their investments.

Skills

Client relationship management

Financial coaching

Community engagement

Digital literacy

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Tools

Financial Advisor systems

Investment management tools

Job description

A leading financial institution in New York is seeking an experienced Community Private Client Advisor. This role entails providing comprehensive financial planning and investment solutions to a diverse client base. The ideal candidate will engage with the community, build lasting relationships, and ensure clients receive a holistic view of their financial needs. Applicants should have at least 2 years of experience as a Financial Advisor and relevant licenses. The position offers competitive rewards, including a salary and potential commission.