Private Wealth Advisor: Relationship-Driven Planning
JPMorganChase
14 days+
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Benefits offered by this job
Job summary
A leading financial services firm seeks a Private Client Advisor to provide comprehensive financial planning to individuals and families in Manhattan Beach. The role includes building client relationships, delivering personalized investment solutions, and demonstrating expertise in financial markets. Requirements include at least 2 years of experience, relevant licenses, and a commitment to client education. This position offers robust support and advancement in a diverse environment while focusing on delivering exceptional client service.
Qualifications
- At least 2 years in a Financial Advisor role or equivalent.
- Success in client acquisition and maintaining relationships.
- Ability to develop goals-based planning and advice.
Responsibilities
- Champion and support teammates’ success.
- Build a book of business and deliver personalized solutions.
- Educate clients on technology and investment monitoring.
Skills
Client acquisition
Relationship management
Financial planning
Integrity
Educating clients
Education
Bachelor's degree preferred
Certified Financial Planning (CFP) preferred
Tools
Series 7
Series 66 (63/65)
Life, Health and Long Term Care Insurance license
Job description
A leading financial services firm seeks a Private Client Advisor to provide comprehensive financial planning to individuals and families in Manhattan Beach. The role includes building client relationships, delivering personalized investment solutions, and demonstrating expertise in financial markets. Requirements include at least 2 years of experience, relevant licenses, and a commitment to client education. This position offers robust support and advancement in a diverse environment while focusing on delivering exceptional client service.
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