Private Client Advisor: Wealth Strategy & Relationships

JPMorgan Chase & Co.; Reading (MA); Hybrid; USD 80,000 - 120,000; Full time

Job summary

A leading financial services firm is seeking a Private Client Advisor to provide expert financial planning and build strong client relationships. The ideal candidate has at least 2 years of experience in financial advising, holds necessary licenses, and demonstrates strong communication and relationship management skills. This role offers a chance to impact clients' financial journeys and embrace cutting-edge technology to enhance client engagement.

Qualifications

• Minimum 2 years as a Financial Advisor or equivalent experience.
• Proven ability to cultivate and maintain client relationships.
• Commitment to goals-based financial planning.

Responsibilities

• Build and manage a book of business with personalized investment solutions.
• Support teammates and foster a diverse culture.
• Provide holistic financial coaching beyond investments.

Skills

Client acquisition

Relationship management

Financial planning

Integrity

Educating clients

Education

Bachelor's degree preferred

Certified Financial Planning (CFP®) certification preferred

Tools

Series 7 license

Series 66 (63/65) license

Life, Health and Long Term Care Insurance license

Job description

A leading financial services firm is seeking a Private Client Advisor to provide expert financial planning and build strong client relationships. The ideal candidate has at least 2 years of experience in financial advising, holds necessary licenses, and demonstrates strong communication and relationship management skills. This role offers a chance to impact clients' financial journeys and embrace cutting-edge technology to enhance client engagement.