Wealth Advisor - Holistic, Client-First Planning

Aumni; New York (NY); On-site; USD 70,000 - 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 Chase is seeking a Private Client Advisor in New York, NY, responsible for offering comprehensive financial planning and personal investment solutions. The ideal candidate possesses strong relationship management skills and a background in financial services.

This role demands a minimum of 2 years of experience and the ability to provide exceptional client service. We offer a competitive salary and benefits package, including health care, retirement plans, and professional development opportunities.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in acquiring and maintaining clients.
• Commitment to goals-based planning and advice.
• Valid Series 7, Series 66, and Life Insurance licenses required.

Responsibilities

• Provide personalized financial planning and investment solutions.
• Build a book of business and manage client relationships.
• Educate clients on financial technology and investment options.
• Support team success and foster a culture of diversity.

Skills

Client acquisition

Relationship management

Financial planning

Integrity

Technology education

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in New York, NY, responsible for offering comprehensive financial planning and personal investment solutions. The ideal candidate possesses strong relationship management skills and a background in financial services.

This role demands a minimum of 2 years of experience and the ability to provide exceptional client service. We offer a competitive salary and benefits package, including health care, retirement plans, and professional development opportunities.