JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Brooklyn, NY
$66K
Brooklyn, NY · Full-time · Posted Jan 9, 2026
- Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides comprehensive financial planning, advice, and personalized investment solutions to individuals and families while building client relationships and a book of business.
What you'll do
- Build and maintain a book of business through client acquisition, relationship management, and personalized investment solutions.
- Provide holistic financial coaching and goals-based advice, and educate clients about digital tools and investment channels.
- Support teammates and bank goals while delivering client-focused service with integrity.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, client relationship management, and integration with key partners; ability and commitment to goals-based planning and advice.
- Valid and active Series 7 license.
- Valid and active 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
USD 66,360.00-USD 66,360.00 base salary
Model-written summary · the original posting is authoritative