Wealth Advisor, Private Client & Digital Solutions

JPMorgan Chase & Co.; New York (NY); On-site; USD 75,000 - 110,000; Full time

Job summary

A leading financial services firm is seeking a Private Client Advisor in New York to provide comprehensive financial planning and investment solutions. You will build strong client relationships and deliver personalized service, while demonstrating a thorough understanding of financial markets. The ideal candidate has at least 2 years of relevant experience and holds necessary licenses. This role offers a unique opportunity to work at a top firm and make a meaningful impact through investment advice and client education.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in acquiring and maintaining client relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology and investment options.
• Provide a holistic view of clients’ financial needs.

Skills

Client acquisition

Relationship management

Financial coaching

Knowledge of financial markets

Education

Bachelor’s degree

Certified Financial Planning (CFP®)

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

A leading financial services firm is seeking a Private Client Advisor in New York to provide comprehensive financial planning and investment solutions. You will build strong client relationships and deliver personalized service, while demonstrating a thorough understanding of financial markets. The ideal candidate has at least 2 years of relevant experience and holds necessary licenses. This role offers a unique opportunity to work at a top firm and make a meaningful impact through investment advice and client education.