Private Client Wealth Advisor - Growth & Planning

JPMorgan Chase & Co.; City of Oswego (NY); In loco; USD 85.000 - 125.000; Tempo pieno

Vantaggi offerti da questo lavoro

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Descrizione del lavoro

A leading financial services firm is seeking a Private Client Advisor in Oswego, NY. This role involves providing comprehensive financial planning and investment solutions to a diverse clientele, fostering strong relationships while leveraging digital tools for enhanced service. Candidates should have at least 2 years of relevant experience along with necessary licenses including Series 7 and 66. The firm offers competitive compensation and a range of benefits including health coverage and retirement plans.

Competenze

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

Mansioni

• Build a book of business and deliver personalized investment solutions.
• Demonstrate understanding of financial markets.
• Educate clients on available technologies.

Conoscenze

Client acquisition

Relationship management

Financial planning

Investment solutions

Digital communication

Formazione

Series 7 certification

Series 66 (63/65) license

Life, Health and Long Term Care Insurance license

Descrizione del lavoro

A leading financial services firm is seeking a Private Client Advisor in Oswego, NY. This role involves providing comprehensive financial planning and investment solutions to a diverse clientele, fostering strong relationships while leveraging digital tools for enhanced service. Candidates should have at least 2 years of relevant experience along with necessary licenses including Series 7 and 66. The firm offers competitive compensation and a range of benefits including health coverage and retirement plans.