Private Client Wealth Advisor - Holistic Planning

J.P. Morgan; Brooklyn (NY); On-site; USD 90,000 - 160,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A global financial services firm in Brooklyn is seeking a Private Client Advisor to provide comprehensive financial planning and advice. The role involves supporting clients with personalized investment solutions and fostering client relationships. Candidates should have at least 2 years of relevant experience, hold necessary financial licenses, and preferably possess a bachelor's degree. This position offers competitive compensation, including commission-based pay and a range of comprehensive benefits.

Qualifications

• At least 2 years in a Financial Advisor role or similar experience.
• Demonstrated success in client acquisition and relationship maintenance.
• Ability to achieve goals-based planning and advice.

Responsibilities

• Support teammates' success and foster a diverse culture.
• Build a book of business with personalized investment solutions.
• Educate clients on technology and management of their investments.

Skills

Client acquisition

Relationship management

Financial planning

Investment solutions

Education

Bachelor’s degree

Certified Financial Planning (CFP®)

Tools

Series 7

Series 66 (63/65)

Life, Health and Long Term Care Insurance license

Job description

A global financial services firm in Brooklyn is seeking a Private Client Advisor to provide comprehensive financial planning and advice. The role involves supporting clients with personalized investment solutions and fostering client relationships. Candidates should have at least 2 years of relevant experience, hold necessary financial licenses, and preferably possess a bachelor's degree. This position offers competitive compensation, including commission-based pay and a range of comprehensive benefits.