Private Wealth Advisor & Relationship Builder

JPMorgan Chase; New York (NY); On-site; USD 57,915 - 70,785; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm in New York seeks a Private Client Advisor to provide comprehensive financial planning and investment solutions. The ideal candidate will have a strong background in client acquisition and relationship management, with at least 2 years of experience in a Financial Advisor role. Candidates must possess a valid Series 7 and be committed to goals-based planning. Competitive salary and total rewards package offered, including benefits tailored to employee needs.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated ability and commitment to goals-based planning and advice.
• Integrity and deep understanding of financial markets.

Responsibilities

• Build a book of business with personalized investment solutions.
• Provide a holistic view of clients' needs.
• Educate clients on technology and investment management.

Skills

Client acquisition

Relationship management

Financial coaching

Digital confidence

Education

Bachelor's degree

Tools

Series 7

Series 66 or 63/65

Life, Health & Long Term Care Insurance license

Job description

A leading financial services firm in New York seeks a Private Client Advisor to provide comprehensive financial planning and investment solutions. The ideal candidate will have a strong background in client acquisition and relationship management, with at least 2 years of experience in a Financial Advisor role. Candidates must possess a valid Series 7 and be committed to goals-based planning. Competitive salary and total rewards package offered, including benefits tailored to employee needs.