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

On-site health and wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services company is seeking a Private Client Advisor in New York City. You will provide comprehensive financial planning and personalized investment solutions for a diverse range of clients. The ideal candidate will have at least 2 years of experience in a Financial Advisor role, strong client relationship management skills, and the ability to educate clients on financial products. A competitive salary of $64,350 is offered, along with various benefits including healthcare and retirement plans.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent experience.
• Success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Champion teammate success and bank goals.
• Build a book of business with personalized investment solutions.
• Educate clients on technology to manage investments.

Skills

Client acquisition

Relationship management

Financial planning

Integrity

Financial coaching

Education

Bachelor's degree

Certified Financial Planning (CFP®)

Tools

Series 7 license

Series 66 license

Life, Health, and Long Term Care Insurance license

Job description

A leading financial services company is seeking a Private Client Advisor in New York City. You will provide comprehensive financial planning and personalized investment solutions for a diverse range of clients. The ideal candidate will have at least 2 years of experience in a Financial Advisor role, strong client relationship management skills, and the ability to educate clients on financial products. A competitive salary of $64,350 is offered, along with various benefits including healthcare and retirement plans.