Wealth Advisor for Private Clients

J.P. Morgan; New York (NY); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan is seeking a Private Client Advisor in New York to offer comprehensive financial planning and personalized investment solutions. You will support clients from various financial backgrounds, aiming to deepen relationships through strategic advice and insights.

The role requires at least 2 years in a Financial Advisor position, along with necessary licenses including Series 7 and Series 66. A competitive rewards package and strong commitment to diversity and inclusion are part of the company culture.

Qualifications

• At least 2 years in a Financial Advisor role.
• Demonstrated success in cultivating and maintaining client relationships.
• Ability to achieve goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology and investment monitoring.
• Provide holistic financial coaching beyond investments.

Skills

Client acquisition and management

Financial planning

Relationship building

Understanding of financial markets

Education

Bachelor’s degree

CFP® certification

Tools

Series 7 license

Series 66 (63/65) license

Life, Health and Long Term Care Insurance license

Job description

J.P. Morgan is seeking a Private Client Advisor in New York to offer comprehensive financial planning and personalized investment solutions. You will support clients from various financial backgrounds, aiming to deepen relationships through strategic advice and insights.

The role requires at least 2 years in a Financial Advisor position, along with necessary licenses including Series 7 and Series 66. A competitive rewards package and strong commitment to diversity and inclusion are part of the company culture.