Private Client Advisor - Wealth & Relationship Lead

J.P. Morgan; New York (NY); On-site; USD 110,000 - 180,000; Full time

Job summary

A leading financial services firm in New York is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions. The role involves building relationships with clients and offering tailored advice to meet their diverse financial needs. Candidates should have at least 2 years of experience in a financial advisor role and possess a valid Series 7 license. Join this dynamic company committed to exceptional customer service and client education.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining relationships.
• Must have a valid and active Series 7 license.

Responsibilities

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

Skills

Client acquisition

Relationship management

Financial advising

Communication skills

Education

Bachelor's degree

Certified Financial Planning (CFP®)

Tools

Financial market analysis tools

Job description

A leading financial services firm in New York is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions. The role involves building relationships with clients and offering tailored advice to meet their diverse financial needs. Candidates should have at least 2 years of experience in a financial advisor role and possess a valid Series 7 license. Join this dynamic company committed to exceptional customer service and client education.