Private Client Advisor – Wealth Planning & Digital Solutions

JPMorgan Chase & Co.; New York (NY); On-site; USD 70,000 - 100,000; Full time

Job summary

A leading financial institution in New York is seeking a Private Client Advisor to deliver comprehensive financial planning and investment advice to clients. The role demands strong relationship management skills, a deep understanding of financial markets, and a commitment to diversity. Candidates must possess a Series 7 and Series 66 licenses. Ideal for those with a passion for client education and digital innovation. This role offers the opportunity to build a significant book of business and shape client experiences.

Qualifications

• 2+ years of experience in a Financial Advisor role or equivalent.
• Proven success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Build and manage client relationships by providing personalized investment solutions.
• Educate clients on technology and investment management tools.
• Support team success and foster a culture of diversity.

Skills

Client acquisition

Relationship management

Financial planning

Understanding of financial markets

Educating clients on technology

Education

Bachelor's degree

Certified Financial Planning (CFP®)

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

A leading financial institution in New York is seeking a Private Client Advisor to deliver comprehensive financial planning and investment advice to clients. The role demands strong relationship management skills, a deep understanding of financial markets, and a commitment to diversity. Candidates must possess a Series 7 and Series 66 licenses. Ideal for those with a passion for client education and digital innovation. This role offers the opportunity to build a significant book of business and shape client experiences.