Wealth Private Client Advisor: Relationship Builder

JPMorgan Chase & Co.; New York (NY); On-site; USD 80,000 - 120,000; Full time

Job summary

A global financial services firm is seeking a Private Client Advisor in New York to offer comprehensive financial planning and advice. The successful candidate will build client relationships and provide tailored investment solutions. With at least 2 years of relevant experience, knowledge of financial markets, and required licenses, you will support clients from various backgrounds. This role emphasizes maintaining a culture of diversity while leveraging digital innovations for client services.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• A valid and active Series 7 and Series 66 (63/65) license is required.
• A valid and active Life, Health and Long Term Care Insurance license is required.

Responsibilities

• Champion and support teammates’ success and bank goals.
• Build a book of business and deliver personalized investment solutions.
• Demonstrate a passion for educating clients on technology and channels available.

Skills

Client acquisition

Relationship management

Financial planning

Financial markets understanding

Digital confidence coaching

Education

Bachelor’s degree

Job description

A global financial services firm is seeking a Private Client Advisor in New York to offer comprehensive financial planning and advice. The successful candidate will build client relationships and provide tailored investment solutions. With at least 2 years of relevant experience, knowledge of financial markets, and required licenses, you will support clients from various backgrounds. This role emphasizes maintaining a culture of diversity while leveraging digital innovations for client services.