Private Client Advisor - Wealth Planning & Growth

JPMorgan Chase & Co.; Stamford (CT); On-site; USD 85,000 - 140,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm in Stamford, CT is looking for a Private Client Advisor to provide personalized investment solutions and exceptional client service. The ideal candidate will have a strong background in financial advising, with at least 2 years of experience, and hold the necessary licenses. This role offers a competitive total rewards package and opportunities for growth within the company, emphasizing diversity and inclusion.

Qualifications

• Minimum 2 years of experience as a Financial Advisor or in a similar role.
• Proven ability to acquire new clients and maintain relationships.
• Commitment to goals-based financial planning.

Responsibilities

• Build a book of business with personalized investment solutions.
• Support teammates in achieving bank goals while fostering diversity.
• Educate clients on investment technology and strategies.

Skills

Client acquisition

Relationship management

Financial planning

Business judgement

Integrity

Education

Series 7 License

Series 66 License

Life, Health and Long Term Care Insurance License

Tools

Financial advisory tools

Job description

A leading financial services firm in Stamford, CT is looking for a Private Client Advisor to provide personalized investment solutions and exceptional client service. The ideal candidate will have a strong background in financial advising, with at least 2 years of experience, and hold the necessary licenses. This role offers a competitive total rewards package and opportunities for growth within the company, emphasizing diversity and inclusion.