Holistic Wealth Advisor & Relationship Builder

JPMorganChase; Town of Florida (NY); On-site; USD 75,000 - 110,000; Full time

Job summary

JPMorganChase is seeking a Private Client Advisor in Town of Florida to provide comprehensive financial planning and advice to clients. You will champion client success and deliver personalized investment solutions while fostering a culture of diversity.

The ideal candidate has at least 2 years in a Financial Advisor role, strong integrity, and a commitment to client education. A Series 7 license is required, along with a Series 66 license. We offer opportunities to engage with a diverse client base and demonstrate financial market expertise.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in acquiring and maintaining client relationships.
• Ability and commitment to goals-based planning and advice.

Responsibilities

• Build a book of business by delivering personalized investment solutions.
• Champion team success while fostering a diverse culture.
• Educate clients on technology and investment channels.

Skills

Client acquisition skills

Relationship management

Financial market knowledge

Integrity

Coaching skills

Digital product expertise

Education

Bachelor's degree

Certified Financial Planning (CFP®)

Tools

Series 7 license

Series 66 license (63/65)

Life, Health and Long Term Care Insurance license

Job description

JPMorganChase is seeking a Private Client Advisor in Town of Florida to provide comprehensive financial planning and advice to clients. You will champion client success and deliver personalized investment solutions while fostering a culture of diversity.

The ideal candidate has at least 2 years in a Financial Advisor role, strong integrity, and a commitment to client education. A Series 7 license is required, along with a Series 66 license. We offer opportunities to engage with a diverse client base and demonstrate financial market expertise.