Wealth Advisor: Holistic Planning & Digital Solutions

JPMorganChase; City of Mount Vernon (NY); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive salary

Comprehensive health care coverage

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm is seeking a Private Client Advisor in New York to offer comprehensive financial planning and advice. The ideal candidate will have at least 2 years of experience and the necessary licenses, focusing on building client relationships and delivering personalized solutions. This role offers the opportunity to work with diverse clients and requires strong integrity and understanding of financial markets.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7 and Series 66 license is required.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Demonstrate a deep understanding of financial markets.
• Educate clients on technology and financial services.

Skills

Client acquisition

Relationship management

Financial planning

Integrity

Client education

Education

Bachelor’s degree

Certified Financial Planner (CFP®)

Job description

A leading financial services firm is seeking a Private Client Advisor in New York to offer comprehensive financial planning and advice. The ideal candidate will have at least 2 years of experience and the necessary licenses, focusing on building client relationships and delivering personalized solutions. This role offers the opportunity to work with diverse clients and requires strong integrity and understanding of financial markets.