J.P. Morgan Wealth Management - Private Client Advisor - Middletown, NY
Core
Private Client Advisor offering comprehensive financial planning and personalized investment solutions to individuals and families, ranging from new savers to high-net-worth clients.
Role type
Private Client Advisor (Financial Advisor)
Builds
Client relationships and a book of business through advised investment solutions and partner referrals.
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
client acquisition, relationship management, goals-based planning, financial market knowledge, financial coaching, digital channel education
Preferred skills
Certified Financial Planning (CFP®) certification, Bachelor's degree
Technologies
digital investment channels, digital banking platforms
Responsibilities
Build a book of business and deliver personalized investment solutions; Provide holistic financial coaching beyond investments; Educate clients on technology and channels for managing investments; Champion teammate success and bank goals; Demonstrate integrity and sound business judgement.
Seniority
Mid-level (2+ years experience required)