Private Wealth Advisor: Relationship & Planning

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

Mental health support

Job summary

A leading financial services firm in New York is seeking a Private Client Advisor to provide comprehensive financial planning and advice. The role involves building client relationships and delivering personalized investment solutions to meet their financial needs. Candidates should have at least 2 years of financial advising experience, relevant licenses, and a commitment to goal-based planning. This position offers a competitive salary and a comprehensive benefits package, supporting employee wellness and development.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and cultivating relationships.
• Valid and active Series 7 and Series 66 licenses required.

Responsibilities

• Offer comprehensive financial planning and advice to individuals and families.
• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients' needs and financial coaching.

Skills

Client acquisition

Relationship management

Financial advising

Goal-based planning

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 firm in New York is seeking a Private Client Advisor to provide comprehensive financial planning and advice. The role involves building client relationships and delivering personalized investment solutions to meet their financial needs. Candidates should have at least 2 years of financial advising experience, relevant licenses, and a commitment to goal-based planning. This position offers a competitive salary and a comprehensive benefits package, supporting employee wellness and development.