Wealth Advisor: Holistic Planning & Digital Solutions

JPMorgan Chase & Co.; Avon (CT); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm located in Avon, CT is seeking a Private Client Advisor. This role focuses on providing comprehensive financial planning and investment solutions to individuals and families. Successful candidates will demonstrate strong relationship management skills and have experience with client acquisition. The position requires valid financial licenses and offers a culture committed to diversity and client service excellence. Competitive compensation and benefits included.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent.
• Demonstrated ability to meet goals-based planning.
• Experience in maintaining client relationships.

Responsibilities

• Support teammates and foster a culture of diversity.
• Build and manage a book of business.
• Educate clients on investment technology.

Skills

Client acquisition

Relationship management

Financial planning

Integrity

Education on financial technology

Education

Valid Series 7 license

Valid Series 66 license

Life, Health and Long Term Care Insurance license

Preferred Certified Financial Planner (CFP)

Job description

A leading financial services firm located in Avon, CT is seeking a Private Client Advisor. This role focuses on providing comprehensive financial planning and investment solutions to individuals and families. Successful candidates will demonstrate strong relationship management skills and have experience with client acquisition. The position requires valid financial licenses and offers a culture committed to diversity and client service excellence. Competitive compensation and benefits included.