Job Summary
The Private Client Advisor is responsible for delivering extensive financial planning and investment guidance to individual clients and families, while also developing a substantial portfolio of clients. This role emphasizes strengthening client relationships through tailored solutions and making use of digital tools to improve the overall client experience.
Responsibilities
- Provide detailed financial planning and investment advice.
- Develop and manage a book of business.
- Enhance client relationships through personalized strategies.
- Utilize digital technology to elevate client interactions and services.
Qualifications
- A minimum of 2 years of experience in the financial services sector.
- Active Series 7 and Series 66 licenses (or Series 63 and 65).
- A valid Life, Health, and Long Term Care Insurance license is necessary or must be acquired within 60 days of hire.
JPMorgan Chase & Co. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
