Wealth Advisor: Personal Investing & Digital Planning

JPMorganChase; New York (NY); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

A leading financial services firm in New York is seeking a Financial Advisor passionate about helping clients achieve their financial goals. You will be responsible for providing personalized investment solutions and fostering strong client relationships while demonstrating a deep understanding of financial markets. This role requires a valid Series 7, Series 66, and Life and Health Insurance licenses. We offer a competitive compensation package alongside comprehensive benefits to support our employees' well-being.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Ability and commitment to goals-based planning and advice.

Responsibilities

• Champion and support teammates’ success and the goals of the bank.
• Build a book of business and deliver personalized investment solutions to clients.
• Provide holistic view of clients’ needs and financial coaching beyond investments.

Skills

Client acquisition

Relationship building

Goals-based planning

Financial markets knowledge

Integrity

Educating clients

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 Financial Advisor passionate about helping clients achieve their financial goals. You will be responsible for providing personalized investment solutions and fostering strong client relationships while demonstrating a deep understanding of financial markets. This role requires a valid Series 7, Series 66, and Life and Health Insurance licenses. We offer a competitive compensation package alongside comprehensive benefits to support our employees' well-being.