Wealth Management: Private Client Advisor

TwinThread; New York (NY); On-site; USD 57,915 - 70,785; Full time

Job summary

J.P. Morgan in New York City is looking for a Private Client Advisor to offer personalized investment solutions and comprehensive financial planning.

This role requires at least 2 years of financial advisory experience and the ability to build strong client relationships. Additionally, the candidate must possess a Series 7 and Series 66 licenses, along with a valid Life, Health, and Long Term Care Insurance license. Candidates with a CFP certification are preferred.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in client acquisition and relationship maintenance.
• Ability to provide goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Champion teammates’ success and support bank goals.
• Educate clients on available technology and financial services.

Skills

Client acquisition

Relationship management

Financial planning

Understanding of financial markets

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Tools

Series 7 license

Series 66 (63/65) license

Life, Health and Long Term Care Insurance license

Job description

J.P. Morgan in New York City is looking for a Private Client Advisor to offer personalized investment solutions and comprehensive financial planning.

This role requires at least 2 years of financial advisory experience and the ability to build strong client relationships. Additionally, the candidate must possess a Series 7 and Series 66 licenses, along with a valid Life, Health, and Long Term Care Insurance license. Candidates with a CFP certification are preferred.