Senior Private Client Advisor

Fairygodboss; Del Mar (CA); On-site; USD 127,500 - 172,500; Full time

Job summary

JPMorgan Private Client seeks an experienced Relationship Manager to nurture high-net-worth client relationships, understand client aspirations, and offer bespoke financial solutions. You will drive growth by acquiring new clients while deepening existing relationships, collaborating with partners across business lines, and delivering tailored planning.

The role emphasizes presenting the value proposition, expanding the client base, coordinating internal partnerships, and maintaining rigorous

Qualifications

• 10+ years in Financial Services, including affluent or complex relationship management and business development.
• Entrepreneurial spirit with resilience in prospecting to grow the book.
• High-net-worth referral network and proven success in building trusted client relationships.
• Licensing requirements: SIE, Series 7, Series 66; must obtain within 150 days of hire.

Responsibilities

• Cultivate meaningful client relationships with exceptional, personalized service.
• Understand clients' needs and aspirations to craft bespoke financial solutions.

Skills

Relationship management

Business development

Networking

Financial planning

Team collaboration

Client service

Resilience

Education

College degree or military equivalent

Tools

SIE exam

FINRA Series 7

FINRA Series 66

Job description

JPMorgan Private Client seeks an experienced Relationship Manager to nurture high-net-worth client relationships, understand client aspirations, and offer bespoke financial solutions. You will drive growth by acquiring new clients while deepening existing relationships, collaborating with partners across business lines, and delivering tailored planning.

The role emphasizes presenting the value proposition, expanding the client base, coordinating internal partnerships, and maintaining rigorous