Wealth Advisor: Private Client Planning & Digital

JPMorgan Chase & Co.; Oxon Hill (MD); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading financial services company is seeking a Private Client Advisor to offer comprehensive financial planning and investment solutions. This role involves building client relationships and delivering personalized advice while fostering a culture of diversity and inclusion. Candidates should have at least 2 years of experience in financial advising, along with required Series 7 and 66 licenses. The ideal applicant will be dedicated to providing exceptional service and using digital innovations to enhance client interactions.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in cultivating and maintaining client relationships.
• A valid and active Series 7 license.

Responsibilities

• Champion and support teammates’ success and goals.
• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology and channels for investment management.

Skills

Client acquisition and relationship management

Financial advising

Goal-based planning and advice

Education

Bachelor’s degree

Certified Financial Planner (CFP®) certification

Job description

A leading financial services company is seeking a Private Client Advisor to offer comprehensive financial planning and investment solutions. This role involves building client relationships and delivering personalized advice while fostering a culture of diversity and inclusion. Candidates should have at least 2 years of experience in financial advising, along with required Series 7 and 66 licenses. The ideal applicant will be dedicated to providing exceptional service and using digital innovations to enhance client interactions.