Strategic Private Client Advisor – Wealth Management

Aumni; New York (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

J.P. Morgan Chase is hiring a Private Client Advisor in New York, NY, to provide comprehensive financial planning and investment solutions. You will support clients from various backgrounds and help them achieve their financial goals. With 2 years of financial services experience, you will build personal relationships while obtaining essential licenses like Series 7 and Series 66. The role emphasizes relationship management over portfolio management and promotes diversity within the team.

Qualifications

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

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Champion your teammates’ success and foster a culture of diversity.
• Provide holistic coaching beyond just investments.

Skills

Client acquisition

Relationship management

Financial markets understanding

Digital tools education

Education

Bachelor's degree

Certified Financial Planning (CFP®)

Job description

J.P. Morgan Chase is hiring a Private Client Advisor in New York, NY, to provide comprehensive financial planning and investment solutions. You will support clients from various backgrounds and help them achieve their financial goals. With 2 years of financial services experience, you will build personal relationships while obtaining essential licenses like Series 7 and Series 66. The role emphasizes relationship management over portfolio management and promotes diversity within the team.