Wealth Advisor: Private Client, Growth & Digital Solutions

J.P. Morgan; New York (NY); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Mental health support

Tuition reimbursement

Backup childcare

Job summary

J.P. Morgan in New York is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families. You will build client relationships and offer personalized investment solutions.

The ideal candidate should have at least 2 years of experience in a financial advisory role, possess required licenses, and demonstrate strong client acquisition skills. J.P. Morgan offers competitive compensation, health coverage, and other benefits.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent.
• Demonstrated ability to cultivate and maintain client relationships.
• Valid and active Series 7, Series 66, and Life Insurance licenses required.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology and investment monitoring.
• Provide holistic financial coaching beyond investments.

Skills

Client acquisition

Financial planning

Client relationship management

Understanding of financial markets

Sales skills

Education

Bachelor’s degree (preferred)

Certified Financial Planner (CFP) (preferred)

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

J.P. Morgan in New York is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families. You will build client relationships and offer personalized investment solutions.

The ideal candidate should have at least 2 years of experience in a financial advisory role, possess required licenses, and demonstrate strong client acquisition skills. J.P. Morgan offers competitive compensation, health coverage, and other benefits.