Wealth Advisor - Private Client Solutions

JPMorganChase; Hartford (CT); On-site; USD 85,000 - 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 is seeking a Private Client Advisor in Hartford, CT. In this role, you will deliver personalized investment solutions and provide comprehensive financial planning to clients at various financial stages. The ideal candidate will have experience in client acquisition and maintaining relationships, along with the necessary licensing. Competitive benefits and compensation structure are provided.

Qualifications

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

Responsibilities

• Deliver personalized investment solutions while focusing on relationship management.
• Educate clients on technology for monitoring investments.
• Support teammates' success and foster a culture of diversity.

Skills

Client acquisition

Relationship management

Financial planning

Integrity

Education

Bachelor's degree preferred

Certified Financial Planning (CFP®) certification

Tools

Series 7

Series 66

Life, Health and Long Term Care Insurance license

Job description

A leading financial services firm is seeking a Private Client Advisor in Hartford, CT. In this role, you will deliver personalized investment solutions and provide comprehensive financial planning to clients at various financial stages. The ideal candidate will have experience in client acquisition and maintaining relationships, along with the necessary licensing. Competitive benefits and compensation structure are provided.