JPMorgan Chase
J.P. Morgan Wealth Management – Community Private Client Advisor - Manhattan, NY (125th Community Branch)
$62K–$100K
New York, NY · Full-time · Posted Apr 16, 2026
- Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides financial planning and investment advice to individuals and families, builds client relationships, and engages with the local community.
What you'll do
- Host and participate in community events and local volunteer and leadership activities.
- Build a book of business and provide personalized investment solutions through relationship management and partner referrals.
- Offer holistic financial coaching and educate clients on investment technology and digital banking channels.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, relationship management, and integration with key partners.
- Demonstrated ability and commitment to goals-based planning and advice, holistic financial coaching, and community financial health education.
- Valid and active Series 7; Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses, or obtain them within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Pay
$62,400.00-$100,000.00 USD base salary
Model-written summary · the original posting is authoritative