Private Client Wealth Advisor

J.P. Morgan; New York (NY); On-site; USD 95,000 - 180,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm in New York seeks a Private Client Advisor to provide comprehensive financial planning and advice to clients. The selected candidate will be responsible for building client relationships and delivering personalized investment solutions. Ideal candidates will possess significant financial advising experience, relevant licenses, and a commitment to client success. The role offers a competitive salary and a diverse, inclusive work environment.

Qualifications

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

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology for managing their investments.
• Provide a holistic view of clients’ needs beyond investments.

Skills

Financial Advisor experience

Client acquisition

Goal-based planning

Financial coaching

Education

Bachelor’s degree

CFP® certification

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

A leading financial services firm in New York seeks a Private Client Advisor to provide comprehensive financial planning and advice to clients. The selected candidate will be responsible for building client relationships and delivering personalized investment solutions. Ideal candidates will possess significant financial advising experience, relevant licenses, and a commitment to client success. The role offers a competitive salary and a diverse, inclusive work environment.