Private Client Advisor, Wealth & Digital Advisory
TwinThread
Get more replies from employers
Send a job-specific resume in minutes.
Benefits offered by this job
Job summary
J.P. Morgan Chase is seeking a Private Client Advisor in New York to provide comprehensive financial planning and advice to clients. You will build relationships and provide personalized investment solutions, championing client success at every stage.
The ideal candidate will have at least 2 years of experience in a financial advisor role, demonstrating successful client acquisition and relationship management, along with required financial licenses. A competitive rewards package including salary, commission, and benefits is offered.
Qualifications
- At least 2 years in a Financial Advisor role or equivalent experience.
- Success in client acquisition and maintaining relationships.
- Commitment to goals-based planning and advice.
Responsibilities
- Champion and support teammates’ success.
- Build a book of business with personalized investment solutions.
- Educate clients on technology to manage investments.
Skills
Education
Tools
Job description
J.P. Morgan Chase is seeking a Private Client Advisor in New York to provide comprehensive financial planning and advice to clients. You will build relationships and provide personalized investment solutions, championing client success at every stage.
The ideal candidate will have at least 2 years of experience in a financial advisor role, demonstrating successful client acquisition and relationship management, along with required financial licenses. A competitive rewards package including salary, commission, and benefits is offered.
'/%3e%3cpath%20d='M101.744%2012.4726L102.894%2016.1947L99.0021%2013.2201L101.744%2012.4726ZM105.3%208.40937H100.488L99.0026%203.59473L97.5116%208.41047L92.7%208.40385L96.5965%2011.3834L95.1055%2016.1942L99.0021%2013.2196L101.408%2011.3834L105.3%208.40992V8.40937Z'%20fill='white'/%3e%3cdefs%3e%3clinearGradient%20id='paint0_linear_5593_1381'%20x1='90'%20y1='9.44471'%20x2='99'%20y2='9.44471'%20gradientUnits='userSpaceOnUse'%3e%3cstop%20stop-color='%2300AD70'/%3e%3cstop%20offset='0.998594'%20stop-color='%2300B67A'/%3e%3cstop%20offset='1'%20stop-color='%23DCDCE6'/%3e%3c/linearGradient%3e%3c/defs%3e%3c/svg%3e){kind=small}
