Wealth Management: Private Client Advisor

JPMorgan Chase & Co.; Dover (DE); On-site; USD 100,000 - 180,000; 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 located in Delaware seeks a Private Client Advisor responsible for providing comprehensive financial planning and advice to clients. The role requires at least 2 years of experience in a Financial Advisor position, demonstrating success in client acquisition. Candidates must have or be willing to obtain essential financial licenses. This position offers a full-time schedule with a focus on client relationships and financial coaching.

Qualifications

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

Responsibilities

• Build a book of business delivering personalized investment solutions.
• Educate clients on digital banking and investments.
• Support teammates and contribute to the bank's goals.

Skills

Client acquisition

Relationship management

Financial coaching

Integrity

Technology education

Education

Series 7 license

Series 66 license (63/65)

Life, Health and Long Term Care Insurance license

Certified Financial Planning (CFP®)

Job description

A leading financial services firm located in Delaware seeks a Private Client Advisor responsible for providing comprehensive financial planning and advice to clients. The role requires at least 2 years of experience in a Financial Advisor position, demonstrating success in client acquisition. Candidates must have or be willing to obtain essential financial licenses. This position offers a full-time schedule with a focus on client relationships and financial coaching.