Wealth Advisor: Private Client, Growth & Digital Solutions

TwinThread; New York (NY); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in New York, NY to provide tailored financial planning and investment advice. You will support clients at various savings stages, offering a deep understanding of financial markets and fostering client relationships.

The ideal candidate has at least 2 years as a Financial Advisor, holds necessary licenses, and demonstrates strong leadership skills. Benefits include competitive pay, health care coverage, and mental health support.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated ability to cultivate and maintain client relationships.
• Valid licenses must be obtained within 60 days of starting.

Responsibilities

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

Skills

Client acquisition

Financial markets understanding

Relationship management

Financial planning

Education

Bachelor's degree

Certified Financial Planner (CFP)

Tools

Series 7 License

Series 66 License

Life, Health and Long Term Care Insurance License

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in New York, NY to provide tailored financial planning and investment advice. You will support clients at various savings stages, offering a deep understanding of financial markets and fostering client relationships.

The ideal candidate has at least 2 years as a Financial Advisor, holds necessary licenses, and demonstrates strong leadership skills. Benefits include competitive pay, health care coverage, and mental health support.