Private Client Advisor, Wealth Planning & Relationships

JPMorgan Chase & Co.; City of Albany (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading financial institution is seeking a Private Client Advisor to offer comprehensive financial planning and advice. This role involves building strong client relationships, delivering personalized investment solutions, and educating clients on banking technology. A minimum of 2 years of experience in a financial advisor role, along with Series 7 and Series 66 licenses, is required. The ideal candidate will demonstrate integrity and a commitment to diversity within a supportive team environment.

Qualifications

• Minimum of 2 years in a Financial Advisor role or equivalent experience.
• Commitment to goals-based planning and advice.
• Successful client relationship building and integration with key partners.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Educate clients on available technology and channels.
• Support team success and bank goals while fostering diversity.

Skills

Client acquisition and relationship management

Financial market understanding

Integrity and ethical judgment

Digital technology knowledge

Education

Bachelor’s degree

Certified Financial Planning (CFP®)

Tools

Series 7 license

Series 66 (63/65) license

Life, Health and Long Term Care Insurance license

Job description

A leading financial institution is seeking a Private Client Advisor to offer comprehensive financial planning and advice. This role involves building strong client relationships, delivering personalized investment solutions, and educating clients on banking technology. A minimum of 2 years of experience in a financial advisor role, along with Series 7 and Series 66 licenses, is required. The ideal candidate will demonstrate integrity and a commitment to diversity within a supportive team environment.