Private Client Advisor: Growth & Relationships

J.P. Morgan; New York (NY); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings

Comprehensive benefits package

Job summary

A global financial services firm is seeking a Private Client Advisor in New York, NY. This role involves building client relationships, providing personalized investment solutions, and educating clients on financial management. Candidates must have at least 2 years of relevant experience and hold necessary financial licenses. The firm values integrity and aims to support team success while fostering a diverse culture. Comprehensive benefits are included.

Qualifications

• Minimum of 2 years in a Financial Advisor role or equivalent experience.
• Proven record of success in client acquisition and relationship management.
• Commitment to goals-based planning and advice.

Responsibilities

• Build and manage a book of business with personalized investment solutions.
• Educate clients on technology and investment management.
• Provide holistic financial coaching to clients beyond investments.
• Champion teammate success and foster a diverse culture.

Skills

Client acquisition

Relationship management

Financial coaching

Understanding of financial markets

Education

Bachelor’s degree

CFP® certification

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

A global financial services firm is seeking a Private Client Advisor in New York, NY. This role involves building client relationships, providing personalized investment solutions, and educating clients on financial management. Candidates must have at least 2 years of relevant experience and hold necessary financial licenses. The firm values integrity and aims to support team success while fostering a diverse culture. Comprehensive benefits are included.