Private Wealth Advisor, Client Growth & Planning

J.P. Morgan; New York (NY); On-site; USD 57,915 - 70,785; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm is seeking a Private Client Advisor in New York, NY. The role involves offering comprehensive financial planning and developing strong relationships with clients to deliver personalized investment solutions. Ideal candidates should have at least 2 years of experience in a Financial Advisor role and relevant licenses. This position provides a competitive salary and a full-time schedule.

Qualifications

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

Responsibilities

• Champion and support teammates’ success and the goals of the bank.
• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients’ needs and financial coaching.

Skills

Client acquisition

Relationship management

Financial planning

Investment solutions

Education

Bachelor's degree preferred

Certified Financial Planning (CFP®) certification is preferred

Tools

Series 7 license

Series 66 (63/65) license

Life, Health and Long Term Care Insurance license

Job description

A leading financial services firm is seeking a Private Client Advisor in New York, NY. The role involves offering comprehensive financial planning and developing strong relationships with clients to deliver personalized investment solutions. Ideal candidates should have at least 2 years of experience in a Financial Advisor role and relevant licenses. This position provides a competitive salary and a full-time schedule.