Private Wealth Advisor — Client Growth & Strategy

JPMorgan Chase & Co.; Town of Florida (NY); On-site; USD 80,000 - 120,000; Full time

Job summary

A leading global financial services firm seeks a Private Banker in the Town of Florida, NY. The role involves managing client relationships, advising on wealth planning, and acquiring new clients. Candidates must have at least 3 years of experience in Private Banking, a Bachelor's degree, and possess relevant licenses. This position provides an opportunity to leverage a robust institutional platform and drive exceptional client experiences.

Qualifications

• 3+ years experience in Private Banking or Financial Services required.
• Must have Bachelor's Degree and necessary licenses or be prepared to obtain them promptly.
• Strong sales track record with demonstrated community engagement.

Responsibilities

• Manage relationships with clients and understand their needs.
• Acquire new clients and manage existing assets.
• Advise clients on investments and banking needs.
• Collaborate with internal experts for integrated solutions.
• Ensure holistic client planning for future goals.

Skills

Client relationship management

Investment management

Sales success

Wealth planning

Strong community presence

Education

Bachelor’s Degree

Tools

Series 7 license

Series 66 license

Insurance license

Job description

A leading global financial services firm seeks a Private Banker in the Town of Florida, NY. The role involves managing client relationships, advising on wealth planning, and acquiring new clients. Candidates must have at least 3 years of experience in Private Banking, a Bachelor's degree, and possess relevant licenses. This position provides an opportunity to leverage a robust institutional platform and drive exceptional client experiences.