Private Client Advisor: Wealth & Digital Coaching

J.P. Morgan; New York (NY); On-site; USD 90,000 - 140,000; Full time

Job summary

J.P. Morgan in New York, NY is seeking an experienced Financial Advisor to build a robust client base and deliver tailored investment solutions.

You will rely on leadership and relationship-building skills to grow a book of business with a clear focus on relationships rather than portfolio management. The role requires deep knowledge of financial markets, strong integrity, and a passion for educating clients about digital tools to monitor and manage their investments, providing holistic

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Proven success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.
• Active Series 7 and Series 66 licenses or must be obtained within 60 days.
• Active Life, Health and Long Term Care Insurance licenses or must be obtained within 60 days.

Responsibilities

• Champion and support teammates’ success and the bank's goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions with focus on relationship management.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor, maintain, and handle investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become digitally confident and bank when, where, and how they want.

Skills

Client acquisition

Relationship management

Industry knowledge

Integrity

Educating clients on tech

Education

Series 7 license

Series 66 license (63/65)

Life, Health & LTC Insurance license

CFP certification

Bachelor's degree

Job description

J.P. Morgan in New York, NY is seeking an experienced Financial Advisor to build a robust client base and deliver tailored investment solutions.

You will rely on leadership and relationship-building skills to grow a book of business with a clear focus on relationships rather than portfolio management. The role requires deep knowledge of financial markets, strong integrity, and a passion for educating clients about digital tools to monitor and manage their investments, providing holistic