Private Wealth Advisor: Relationship-Driven Planning

JPMorganChase; Corte Madera (CA); On-site; USD 100,000 - 165,000; Full time

Benefits offered by this job

Comprehensive healthcare coverage

Retirement savings plan

Tuition reimbursement

Job summary

A leading financial services firm based in Corte Madera, California is seeking a Private Client Advisor to provide comprehensive financial planning and tailored investment solutions. You will play a pivotal role in fostering client relationships while embracing digital innovations. Candidates should have at least 2 years of relevant experience, possess essential securities licenses and demonstrate commitment to diversity and customer service. Competitive compensation and benefits offered.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in acquiring and maintaining clients.
• Must hold active Series 7 and Series 66 licenses.

Responsibilities

• Provide financial planning and advice to clients.
• Build and maintain a book of business.
• Champion diversity and team success.

Skills

Financial services experience

Client acquisition

Relationship management

Leadership and communication skills

Education

Bachelor's degree

Certified Financial Planning (CFP®)

Tools

Financial planning software

Digital banking platforms

Job description

A leading financial services firm based in Corte Madera, California is seeking a Private Client Advisor to provide comprehensive financial planning and tailored investment solutions. You will play a pivotal role in fostering client relationships while embracing digital innovations. Candidates should have at least 2 years of relevant experience, possess essential securities licenses and demonstrate commitment to diversity and customer service. Competitive compensation and benefits offered.