Private Client Advisor - Relationship-Driven Planning

JPMorgan Chase; Wilmington (DE); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

A leading financial services firm in Wilmington is seeking a Private Client Advisor to provide comprehensive financial planning and personalized investment solutions to clients. This role emphasizes building strong relationships, client acquisition, and offering holistic financial coaching. Candidates should have a valid Series 7 license, relevant experience, and a passion for client success. The position offers competitive compensation alongside a full benefits package.

Qualifications

• Minimum 2 years of experience in a Financial Advisor role.
• Demonstrated success in client acquisition and relationship management.
• Valid Series 7 and Series 66 licenses.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide holistic financial coaching beyond investments.
• Educate clients on available technology and channels.

Skills

Client acquisition

Relationship management

Financial planning

Knowledge of financial markets

Education

Bachelor's degree

Certified Financial Planning (CFP) certification

Job description

A leading financial services firm in Wilmington is seeking a Private Client Advisor to provide comprehensive financial planning and personalized investment solutions to clients. This role emphasizes building strong relationships, client acquisition, and offering holistic financial coaching. Candidates should have a valid Series 7 license, relevant experience, and a passion for client success. The position offers competitive compensation alongside a full benefits package.