Private Wealth Advisor: Client Growth & Planning

JPMorganChase; New York (NY); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorganChase is seeking a Private Client Advisor in New York City. This role involves offering comprehensive financial planning to diverse clients, enhancing their investment experience through personalized solutions. You'll build relationships while supporting a culture committed to diversity and inclusion.

Requirements include a valid Series 7 license and at least 2 years of experience in a financial advisory role. Join JPMorganChase to make a positive impact while growing professionally.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in client relationships and acquisition.
• Valid and active Series 7 license.
• Valid and active Series 66 (63/65) license or willingness to obtain.

Responsibilities

• Build a book of business with personalized investment solutions.
• Champion and support team success in a diverse culture.
• Provide holistic view of clients' financial needs.
• Educate clients on digital tools for their investments.

Skills

Client acquisition

Relationship management

Financial analysis

Digital literacy

Education

Bachelor's degree

Certified Financial Planning (CFP®)

Job description

JPMorganChase is seeking a Private Client Advisor in New York City. This role involves offering comprehensive financial planning to diverse clients, enhancing their investment experience through personalized solutions. You'll build relationships while supporting a culture committed to diversity and inclusion.

Requirements include a valid Series 7 license and at least 2 years of experience in a financial advisory role. Join JPMorganChase to make a positive impact while growing professionally.