Wealth Advisor, Private Client & Planning

JPMorganChase; Springfield (MA); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm in Springfield is looking for a Private Client Advisor to provide comprehensive financial planning and investment advice. You will help a diverse range of clients achieve their financial goals, demonstrating exceptional relationship management. The ideal candidate has at least 2 years of experience as a Financial Advisor, valid licenses, and a dedication to client service. The role offers competitive compensation and a commitment to diversity and inclusion.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in client acquisition and maintaining relationships.
• Valid and active Series 7 and Series 66 licenses required.

Responsibilities

• Build a book of business with personalized investment solutions.
• Demonstrate understanding of financial markets and sound judgement.
• Provide clients with holistic financial coaching.

Skills

Client acquisition

Relationship management

Financial planning

Integrity

Educational skills

Education

Bachelor's degree

Certified Financial Planning (CFP®)

Tools

Financial planning software

Job description

A leading financial services firm in Springfield is looking for a Private Client Advisor to provide comprehensive financial planning and investment advice. You will help a diverse range of clients achieve their financial goals, demonstrating exceptional relationship management. The ideal candidate has at least 2 years of experience as a Financial Advisor, valid licenses, and a dedication to client service. The role offers competitive compensation and a commitment to diversity and inclusion.