Private Client Wealth Advisor - Digital Planning & Growth

Aumni; New York (NY); On-site; USD 57,915 - 70,785; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Backup childcare

Job summary

J.P. Morgan is seeking a Private Client Advisor in New York, NY, dedicated to providing comprehensive financial planning and personalized investment solutions. The role requires a minimum of 2 years in a financial advisory capacity with strong skills in client acquisition and relationship management. Candidates should possess Series 7 and 66 licenses, as well as a Life, Health and Long Term Care Insurance license. J.P. Morgan offers a competitive rewards package along with opportunities for professional growth and a diverse working environment.

Qualifications

• Minimum 2 years as a Financial Advisor or equivalent experience.
• Success in cultivating and maintaining client relationships.
• Valid Series 7, Series 66, and Life, Health, and Long Term Care Insurance licenses required.

Responsibilities

• Build a book of business with personalized investment solutions.
• Educate clients on digital channels for investment management.
• Support teammates and foster a diverse culture.

Skills

Client acquisition

Relationship management

Financial planning

Knowledge of financial markets

Client education

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Job description

J.P. Morgan is seeking a Private Client Advisor in New York, NY, dedicated to providing comprehensive financial planning and personalized investment solutions. The role requires a minimum of 2 years in a financial advisory capacity with strong skills in client acquisition and relationship management. Candidates should possess Series 7 and 66 licenses, as well as a Life, Health and Long Term Care Insurance license. J.P. Morgan offers a competitive rewards package along with opportunities for professional growth and a diverse working environment.