Private Client Wealth Advisor & Planner

Aumni; Nanuet (NY); On-site; USD 70,000 - 100,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Nanuet, NY. The role focuses on building client relationships and offering personalized investment solutions, requiring at least 2 years of relevant financial services experience. Candidates must hold active Series 7 and 66 licenses, with a commitment to integrity and a passion for digital client education. The company offers a diverse work environment and values inclusion, aiming to deliver exceptional client service.

Qualifications

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

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Demonstrate a deep understanding of financial markets.
• Provide a holistic view of clients’ needs and financial coaching.

Skills

Client acquisition

Relationship management

Financial planning and advice

Integrity

Digital confidence

Education

Bachelor’s degree

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Nanuet, NY. The role focuses on building client relationships and offering personalized investment solutions, requiring at least 2 years of relevant financial services experience. Candidates must hold active Series 7 and 66 licenses, with a commitment to integrity and a passion for digital client education. The company offers a diverse work environment and values inclusion, aiming to deliver exceptional client service.