Private Wealth Advisor: Relationship-Driven Planning

JPMorganChase; Santa Rosa (CA); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

A major financial services firm is looking for a Private Client Advisor. This role entails providing comprehensive financial planning and investment advice, focusing on relationship management rather than portfolio management. Candidates should have a minimum of 2 years in a Financial Advisor position and possess necessary licenses such as Series 7 and 66. The company values diversity and aims for exceptional client service, offering an engaging place for advisors to thrive.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent.
• Proven success in client acquisition and relationship management.
• Active Series 7, Series 66, and Life, Health, and Long-Term Care Insurance licenses.

Responsibilities

• Champion team success and foster a culture of diversity.
• Build personalized investment solutions for clients.
• Educate clients on technology and services.

Skills

Client relationship management

Financial market knowledge

Goal-oriented planning

Digital solutions understanding

Education

Bachelor’s degree

Certified Financial Planner (CFP®) certification

Tools

CRM software

Job description

A major financial services firm is looking for a Private Client Advisor. This role entails providing comprehensive financial planning and investment advice, focusing on relationship management rather than portfolio management. Candidates should have a minimum of 2 years in a Financial Advisor position and possess necessary licenses such as Series 7 and 66. The company values diversity and aims for exceptional client service, offering an engaging place for advisors to thrive.