Wealth Advisor — Holistic Planning & Client Growth

JPMorganChase; New York (NY); On-site; USD 70,000 - 100,000; Full time

Job summary

A leading financial services firm in New York is seeking a Private Client Advisor to deliver comprehensive financial planning for diverse clients. In this role, you will champion your clients' success through personalized investment solutions and contractual obligations. The ideal candidate will have a minimum of 2 years' experience in a financial advising role, with strong skills in client relationship management and goals-based planning. The firm is deeply committed to diversity and inclusion and offers a collaborative working environment.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in cultivating client relationships.
• Integrity in client service and sound business judgement.

Responsibilities

• Champion success of teammates and foster diversity.
• Build a book of business with personalized investment solutions.
• Educate clients about available technology and services.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial advising

Education

Bachelor's degree

CFP® certification

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 deliver comprehensive financial planning for diverse clients. In this role, you will champion your clients' success through personalized investment solutions and contractual obligations. The ideal candidate will have a minimum of 2 years' experience in a financial advising role, with strong skills in client relationship management and goals-based planning. The firm is deeply committed to diversity and inclusion and offers a collaborative working environment.