Private Client Advisor: Wealth Strategy & Relationships

JPMorgan Chase & Co.; New York (NY); On-site; USD 70,000 - 100,000; Full time

Job summary

A leading financial services institution is seeking a Private Client Advisor to offer comprehensive financial planning and investment solutions in New York. The role demands expertise in relationship management and client acquisition, along with the ability to deliver personalized services that meet diverse client needs. Candidates must have at least 2 years of experience in a financial advisory role, hold a Series 7 license, and be willing to obtain the Series 66 license. This position is pivotal in fostering lasting client relationships and enhancing their digital banking experience.

Qualifications

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

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Educate clients on financial technology and channels.
• Provide a holistic view of clients' needs beyond investments.

Skills

Relationship management

Client acquisition

Financial market understanding

Education

Bachelor’s degree

Tools

Series 7

Series 66 (63/65)

Life, Health and Long Term Care Insurance license

Job description

A leading financial services institution is seeking a Private Client Advisor to offer comprehensive financial planning and investment solutions in New York. The role demands expertise in relationship management and client acquisition, along with the ability to deliver personalized services that meet diverse client needs. Candidates must have at least 2 years of experience in a financial advisory role, hold a Series 7 license, and be willing to obtain the Series 66 license. This position is pivotal in fostering lasting client relationships and enhancing their digital banking experience.