Private Client Advisor — Wealth & Holistic Planning

JPMorgan Chase & Co.; Pittsburgh (Allegheny County); On-site; USD 65,000 - 100,000; Full time

Job summary

A leading financial institution is seeking a Private Client Advisor to deliver personalized investment solutions and holistic financial coaching to clients. This role emphasizes building strong client relationships and a deep understanding of financial markets. Successful candidates will have a proven track record in client acquisition and financial advisory roles, along with necessary licenses. Join a company committed to a diverse workplace and driving exceptional investor experiences.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships.
• Valid Series 7 and Series 66 licenses, or must be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Champion teammates’ success and the goals of the bank.
• Provide holistic financial coaching beyond investments.

Skills

Client relationship management

Financial market understanding

Communication skills

Digital tools proficiency

Education

Bachelor’s degree

CFP® certification

Tools

Financial planning software

Job description

A leading financial institution is seeking a Private Client Advisor to deliver personalized investment solutions and holistic financial coaching to clients. This role emphasizes building strong client relationships and a deep understanding of financial markets. Successful candidates will have a proven track record in client acquisition and financial advisory roles, along with necessary licenses. Join a company committed to a diverse workplace and driving exceptional investor experiences.