Private Client Advisor, Wealth Planning & Relationships

JPMorgan Chase & Co.; Albuquerque (NM); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading financial services firm is looking for a Private Client Advisor in Albuquerque, NM. You will provide comprehensive financial planning and investment solutions to a diverse range of clients. Ideal candidates should have at least 2 years in a related advisory role, strong relationship management skills, and relevant licenses. This role encourages growth and client education in a supportive environment, emphasizing the importance of relationship management over portfolio management.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Educate clients on the technology and channels available for managing investments.

Skills

Client acquisition

Relationship management

Financial coaching

Understanding of financial markets

Digital proficiency

Education

Bachelor’s degree

CFP® certification

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

A leading financial services firm is looking for a Private Client Advisor in Albuquerque, NM. You will provide comprehensive financial planning and investment solutions to a diverse range of clients. Ideal candidates should have at least 2 years in a related advisory role, strong relationship management skills, and relevant licenses. This role encourages growth and client education in a supportive environment, emphasizing the importance of relationship management over portfolio management.