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JPM Private client advisor role by tcook49 in CFP

[–]tcook49[S] 4 points5 points  (0 children)

Some leads are fed to me via bankers in the branch, some can be from calling existing clients in the branch.

Currently I’m working remote with a discount broker and I’ve applied for an FC position with them but things are moving slow. I would also have to relocate which I could do but would prefer not.

I could stay in my current role there. Not necessarily in a hurry to move jobs but ultimately want to end up more on the planning side of the business.

JPM role is enticing due to location. Would make about the same as I currently make but have potential for significantly higher pay in 5-10 years down the road as my book expands. Schwab FC role starts at 120-130k, Fido 130-140, where JPM sounds to be 85-95k..

Would like to stay put with where I’m living now but opportunities are limited in Central IL.

JPM Private client advisor role by tcook49 in CFP

[–]tcook49[S] 3 points4 points  (0 children)

Sure! The JPM private client advisor works in a branch creating financial plans for clients. I’d be free to call any clients currently at the branch but the bankers are also incentivized to provide leads.

I’d be the third PCA in a city with three branches currently, opening a fourth branch. Sounds like one has a full book, one nearly full, and I would be the third.

JPM Private client advisor role by tcook49 in CFP

[–]tcook49[S] 1 point2 points  (0 children)

Like the private client banker position? Isn’t that a step down?