Private Client Advisor: Holistic Wealth Planning

Aumni; New York (NY); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Onsite wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase is hiring a Private Client Advisor in New York, NY to provide comprehensive financial planning and investment solutions to clients. This role requires at least 2 years of financial advisory experience, solid client acquisition skills, and a strong understanding of financial markets. The advisor will be key in nurturing client relationships while utilizing digital tools to enhance the client experience. A competitive compensation package is offered, including salary and potential commissions.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in client acquisition and relationship management.
• Valid and active Series 7 and Life, Health and Long Term Care Insurance licenses.

Responsibilities

• Build a book of business by delivering personalized investment solutions.
• Champion team success while fostering a culture of diversity.
• Provide holistic financial coaching beyond investments.

Skills

Client acquisition skills

Financial planning

Relationship management

Integrity

Knowledge of financial markets

Digital competency

Education

Bachelor's degree

Certified Financial Planning (CFP)

Job description

J.P. Morgan Chase is hiring a Private Client Advisor in New York, NY to provide comprehensive financial planning and investment solutions to clients. This role requires at least 2 years of financial advisory experience, solid client acquisition skills, and a strong understanding of financial markets. The advisor will be key in nurturing client relationships while utilizing digital tools to enhance the client experience. A competitive compensation package is offered, including salary and potential commissions.