Private Client Advisor: Relationship-Driven Wealth Solutions

JPMorganChase; New York (NY); On-site; USD 70,000 - 120,000; Full time

Job summary

JPMorganChase is looking for a Financial Advisor to enhance the financial well-being of clients while supporting teammates and fostering diversity within the bank. This role involves building a book of business and delivering personalized investment solutions to clients with a focus on relationship management.

The ideal candidate will have a minimum of 2 years of experience in financial advisory, proven success in client acquisition, and the necessary licenses. A Bachelor's degree or CFP certification is preferred.

Qualifications

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

Responsibilities

• Support teammates' success and the bank's goals.
• Build personalized investment solutions for clients.
• Educate clients on technology and investment management.

Skills

Client acquisition

Relationship management

Understanding of financial markets

Integrity

Financial coaching

Education

Bachelor's degree

Certified Financial Planning (CFP)

Tools

Series 7 license

Series 66 (63/65) license

Life, Health and Long Term Care Insurance license

Job description

JPMorganChase is looking for a Financial Advisor to enhance the financial well-being of clients while supporting teammates and fostering diversity within the bank. This role involves building a book of business and delivering personalized investment solutions to clients with a focus on relationship management.

The ideal candidate will have a minimum of 2 years of experience in financial advisory, proven success in client acquisition, and the necessary licenses. A Bachelor's degree or CFP certification is preferred.