Private Wealth Advisor: Holistic Planning & Digital Guidance

JPMorganChase; Pittsburgh (Allegheny County); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Tuition reimbursement

Mental health support

Retirement savings plan

Job summary

A leading financial services firm seeks a Private Client Advisor to manage client relationships and deliver personalized investment solutions. This role requires a strong understanding of financial markets and at least 2 years of experience in a relevant financial advisory position. The ideal candidate will possess licenses including Series 7 and Series 66. Competitive compensation package and commitment to diversity and inclusion are integral to this role.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• A valid and active Series 7 license is required.

Responsibilities

• Build and manage client relationships to provide personalized investment solutions.
• Educate clients on available financial services and technology.
• Champion team success and promote a culture of diversity.

Skills

Client acquisition

Relationship management

Financial market understanding

Goal-based planning

Education

Bachelor’s degree

Certified Financial Planning (CFP®) certification

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

A leading financial services firm seeks a Private Client Advisor to manage client relationships and deliver personalized investment solutions. This role requires a strong understanding of financial markets and at least 2 years of experience in a relevant financial advisory position. The ideal candidate will possess licenses including Series 7 and Series 66. Competitive compensation package and commitment to diversity and inclusion are integral to this role.