Private Wealth Advisor: Holistic Planning & Growth

Aumni; New York (NY); On-site; USD 110,000 - 140,000; Full time

Job summary

J.P. Morgan Wealth Management seeks a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families, helping clients achieve their financial goals using our broad investment platform and digital tools.

You will build trusted relationships, deliver personalized investment solutions, and collaborate with partners to deepen client engagement while upholding integrity and exceptional service standards.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 (63/65) license or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to the firm’s clients through leadership and relationship-building, focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Exhibit integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor, maintain, and handle investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients be digitally confident and bank how they want.

Skills

Client acquisition

Relationship-building

Goals-based planning

Series 7

Series 66

Life/ LTC license

Education

CFP certification preferred

Bachelor's degree preferred

Job description

J.P. Morgan Wealth Management seeks a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families, helping clients achieve their financial goals using our broad investment platform and digital tools.

You will build trusted relationships, deliver personalized investment solutions, and collaborate with partners to deepen client engagement while upholding integrity and exceptional service standards.