Private Client Advisor: Wealth Strategy & Relationships

JPMorgan Chase & Co.; New York (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading financial services firm seeks a Private Client Advisor in New York to offer comprehensive financial planning and advice to clients. The role emphasizes building relationships, client education, and delivering personalized investment solutions based on diverse client needs. Candidates should have at least two years of experience in financial services and must hold necessary licenses. The position fosters a culture of support and diversity, utilizing cutting-edge technology to improve client engagement.

Qualifications

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

Responsibilities

• Build a book of business by delivering personalized investment solutions.
• Provide a holistic view of clients’ needs and financial coaching.
• Embrace digital innovations to enhance client interactions.

Skills

Client acquisition

Relationship management

Understanding of financial markets

Digital client education

Education

Bachelor’s degree

Certified Financial Planning (CFP®)

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

A leading financial services firm seeks a Private Client Advisor in New York to offer comprehensive financial planning and advice to clients. The role emphasizes building relationships, client education, and delivering personalized investment solutions based on diverse client needs. Candidates should have at least two years of experience in financial services and must hold necessary licenses. The position fosters a culture of support and diversity, utilizing cutting-edge technology to improve client engagement.