Private Wealth Advisor: Build Lasting Client Relationships

JPMorgan Chase & Co.; New York (NY); On-site; USD 59,724 - 72,996; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Flexible working opportunities

Job summary

A leading financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions. The role includes building strong relationships with clients and supporting their financial goals, from saving to significant wealth management. Candidates must have at least 2 years of relevant experience and possess necessary licenses. Join a dynamic team dedicated to exceptional service and diversity.

Qualifications

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

Responsibilities

• Champion teammates’ success and goals of the bank.
• Build a book of business with personalized investment solutions.
• Demonstrate understanding of financial markets.

Skills

Client acquisition

Relationship management

Financial advising

Integrity

Technological education

Education

Valid and active Series 7

Valid and active Series 66 (63/65)

Valid and active Life, Health, and Long Term Care Insurance license

Job description

A leading financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions. The role includes building strong relationships with clients and supporting their financial goals, from saving to significant wealth management. Candidates must have at least 2 years of relevant experience and possess necessary licenses. Join a dynamic team dedicated to exceptional service and diversity.