What are the responsibilities and job description for the Private Client Advisor position at J.P. Morgan Wealth Management?
Company Description
J.P. Morgan Wealth Management provides dependable advisors and reliable advice to help clients feel prepared for life's challenges. With a full suite of investing products and services, professional advisors, and J.P. Morgan research, clients can maximize their financial potential. Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), ensuring quality and reliability.
Role Description
This is a full-time on-site role for a Private Client Advisor located in White Plains, NY. The Private Client Advisor will be responsible for financial planning, business relationship management, finance, investments, and sales to provide comprehensive financial solutions to clients on a daily basis.
Qualifications
J.P. Morgan Wealth Management provides dependable advisors and reliable advice to help clients feel prepared for life's challenges. With a full suite of investing products and services, professional advisors, and J.P. Morgan research, clients can maximize their financial potential. Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), ensuring quality and reliability.
Role Description
This is a full-time on-site role for a Private Client Advisor located in White Plains, NY. The Private Client Advisor will be responsible for financial planning, business relationship management, finance, investments, and sales to provide comprehensive financial solutions to clients on a daily basis.
Qualifications
- Financial Planning and Finance skills
- Business Relationship Management skills
- Experience in Investments and Sales
- Strong analytical and problem-solving abilities
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment
- Knowledge of financial regulations and compliance
- Bachelor's degree in Finance, Business, Economics, or related field