Private Client Advisor - Holistic Wealth Planning

JPMorganChase; Brooklyn (NY); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm located in Brooklyn is seeking a Private Client Advisor to deliver comprehensive financial planning and exceptional customer service. You will build relationships and offer investment solutions tailored to clients' financial needs. Ideal candidates have experience as Financial Advisors, strong relationship management skills, and a commitment to client education on financial technologies. A competitive benefits package and opportunities for professional growth are included.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship maintenance.
• Must obtain Series 66 license within 60 days of starting.
• Must obtain Life, Health and Long Term Care Insurance license within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Champion and support team success and goals of the bank.
• Provide a holistic view of clients’ needs and financial coaching.
• Embrace digital innovations to enhance client experience.

Skills

Client acquisition

Relationship management

Financial planning

Teamwork

Financial markets understanding

Education

Bachelor's degree preferred

CFP certification preferred

Series 7 license

Series 66 license

Life, Health, Long Term Care Insurance license

Job description

A leading financial services firm located in Brooklyn is seeking a Private Client Advisor to deliver comprehensive financial planning and exceptional customer service. You will build relationships and offer investment solutions tailored to clients' financial needs. Ideal candidates have experience as Financial Advisors, strong relationship management skills, and a commitment to client education on financial technologies. A competitive benefits package and opportunities for professional growth are included.