Private Client Advisor - Wealth Planning & Client Growth

Aumni; New York (NY); On-site; USD 57,915 - 70,785; Full time

Job summary

J.P. Morgan in New York City is looking for a Private Client Advisor to provide comprehensive financial planning and advice. The ideal candidate has at least 2 years of experience in financial services, holds necessary licenses, and is committed to client relationships. Responsibilities include building a book of business, delivering personalized investment solutions, and educating clients on technology. The role focuses on providing holistic financial coaching and embracing digital innovations to enhance client engagement.

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, and integrating with key partners.
• Valid and active Series 7 license.
• Valid and active Series 66 (63/65) license – required or must be obtained within 60 days of starting.
• Valid and active Life, Health and Long Term Care Insurance license – required or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions to your clients.
• Champion and support your teammates’ success and the goals of the bank.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident.

Job description

J.P. Morgan in New York City is looking for a Private Client Advisor to provide comprehensive financial planning and advice. The ideal candidate has at least 2 years of experience in financial services, holds necessary licenses, and is committed to client relationships. Responsibilities include building a book of business, delivering personalized investment solutions, and educating clients on technology. The role focuses on providing holistic financial coaching and embracing digital innovations to enhance client engagement.