Private Client Advisor: Wealth & Relationship Builder

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

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial institution is seeking a Private Client Advisor in New York, NY to provide exceptional investment solutions and comprehensive financial planning. In this full-time role, you will build relationships with clients while supporting their financial needs. The ideal candidate will have 2+ years of experience as a Financial Advisor and the ability to educate clients on innovative banking solutions. A competitive salary, commission-based pay, and extensive benefits are offered.

Qualifications

• 2+ years in a Financial Advisor role or equivalent experience.
• Success in client acquisition and relationship cultivation.
• Ability to provide goals-based financial advice.

Responsibilities

• Deliver personalized investment solutions to clients.
• Support teammates' success and foster diversity.
• Build a book of business through relationship management.

Skills

Client acquisition

Relationship management

Financial planning

Business judgment

Client education

Digital innovations

Education

Bachelor's degree

Certified Financial Planning (CFP)

Tools

Financial software

Digital banking tools

Job description

A leading financial institution is seeking a Private Client Advisor in New York, NY to provide exceptional investment solutions and comprehensive financial planning. In this full-time role, you will build relationships with clients while supporting their financial needs. The ideal candidate will have 2+ years of experience as a Financial Advisor and the ability to educate clients on innovative banking solutions. A competitive salary, commission-based pay, and extensive benefits are offered.