Private Client Advisor, Wealth & Digital Advisory

J.P. Morgan; Brooklyn (NY); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan in Brooklyn, NY is seeking a Private Client Advisor to offer comprehensive financial planning and advice to clients. You will build relationships and deliver personalized investment solutions, focusing on client education and experience.

The ideal candidate will have at least 2 years of experience in financial advisory roles and be licensed with Series 7 and Series 66. The position provides competitive compensation and a variety of benefits to support employee needs.

Qualifications

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

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Champion teammates' success while fostering a culture of diversity.
• Educate clients about technology and channels for investing.

Skills

Client acquisition

Relationship management

Financial coaching

Understanding of financial markets

Education

Bachelor's degree

Certified Financial Planner (CFP)

Tools

Series 7

Series 66 (or 63/65)

Life, Health, and Long Term Care Insurance

Job description

J.P. Morgan in Brooklyn, NY is seeking a Private Client Advisor to offer comprehensive financial planning and advice to clients. You will build relationships and deliver personalized investment solutions, focusing on client education and experience.

The ideal candidate will have at least 2 years of experience in financial advisory roles and be licensed with Series 7 and Series 66. The position provides competitive compensation and a variety of benefits to support employee needs.