Private Client Advisor: Wealth Management & Investments

JPMorganChase; Brooklyn (NY); On-site; USD 59,724 - 72,996; Full time

Benefits offered by this job

Comprehensive benefits package

Tuition reimbursement

Onsite wellness centers

Job summary

A leading financial services firm seeks a Private Client Advisor in Brooklyn, NY to build client relationships and provide tailored investment solutions. The ideal candidate will have at least 2 years of experience in financial advising, strong integrity, and hold current Series 7 and Series 66 licenses. In return, the firm offers a competitive total rewards package including salary and benefits, cultivating a diverse workplace.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Valid and active Series 7 and Series 66 (or 63/65) licenses required.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology to manage their investments.
• Support teammates’ success, fostering a culture of diversity.

Skills

Client acquisition

Relationship management

Financial market understanding

Integrity

Digital confidence coaching

Education

Bachelor's degree preferred

Tools

Series 7 license

Series 66 license

Life, Health and Long-Term Care Insurance license

Job description

A leading financial services firm seeks a Private Client Advisor in Brooklyn, NY to build client relationships and provide tailored investment solutions. The ideal candidate will have at least 2 years of experience in financial advising, strong integrity, and hold current Series 7 and Series 66 licenses. In return, the firm offers a competitive total rewards package including salary and benefits, cultivating a diverse workplace.