Private Client Advisor: Wealth Strategy & Relationships

JPMorgan Chase & Co.; New York (NY); On-site; USD 80,000 - 100,000; Full time

Job summary

A leading financial services firm in New York City seeks a Private Client Advisor to provide comprehensive financial planning and advice. You will support a wide range of clients, from those starting to save to high-net-worth individuals. Your role involves building client relationships through personalized investment solutions and educating clients on digital banking options. Candidates should have at least 2 years of financial advisory experience and relevant licenses. Join a culture of diversity and teamwork to help clients achieve their financial goals.

Qualifications

• Minimum of 2 years in a Financial Advisor role or equivalent experience.
• Ability to integrate with key partners for client planning.
• Must obtain Series 66 and Life Insurance license within 60 days.

Responsibilities

• Support teammates' success and foster diversity culture.
• Build a book of business and deliver investment solutions.
• Educate clients on available technologies for managing investments.

Skills

Client acquisition

Financial planning

Relationship management

Investment advice

Education

Bachelor's degree

Certified Financial Planning (CFP®)

Job description

A leading financial services firm in New York City seeks a Private Client Advisor to provide comprehensive financial planning and advice. You will support a wide range of clients, from those starting to save to high-net-worth individuals. Your role involves building client relationships through personalized investment solutions and educating clients on digital banking options. Candidates should have at least 2 years of financial advisory experience and relevant licenses. Join a culture of diversity and teamwork to help clients achieve their financial goals.