Private Client Advisor — Wealth Planning & Digital Solutions

J.P. Morgan; New York (NY); On-site; USD 57,915 - 70,785; Full time

Benefits offered by this job

Competitive salary

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm in New York seeks a skilled Private Client Advisor to provide comprehensive financial planning. Responsibilities include building client relationships, delivering personalized investment solutions, and educating clients on available technology. The ideal candidate has at least 2 years of experience in financial advising, holds a Series 7 and Series 66 license, and demonstrates a commitment to client success and relationship management.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent.
• Demonstrated success in client acquisition and maintaining relationships.
• Demonstrated commitment to goals-based planning and advice.
• Valid Series 7 and Series 66 licenses required.
• Valid Life, Health and Long Term Care Insurance license required.

Responsibilities

• Support teammates’ success and goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions.
• Demonstrate understanding of financial markets and sound business judgement.
• Educate clients on technology and channels to manage investments.

Skills

Client acquisition

Relationship management

Financial advising

Goal-based planning

Integrity

Client education

Education

Bachelor's degree

Job description

A leading financial services firm in New York seeks a skilled Private Client Advisor to provide comprehensive financial planning. Responsibilities include building client relationships, delivering personalized investment solutions, and educating clients on available technology. The ideal candidate has at least 2 years of experience in financial advising, holds a Series 7 and Series 66 license, and demonstrates a commitment to client success and relationship management.