JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Advisor - Garden City, NY
$66K
Garden City, NY · Full-time · Posted Oct 22, 2026
- Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides comprehensive financial planning and personalized investment advice to individuals and families, building client relationships and delivering an exceptional investor experience.
What you'll do
- Build a book of business and provide personalized investment solutions, focusing on relationship management rather than portfolio management.
- Educate clients about investment technology and channels, and provide holistic financial coaching beyond investments.
- Support teammates and bank goals while fostering diversity and helping clients use digital banking tools.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
- Demonstrated ability and commitment to goals-based planning and advice.
- Active Series 7; 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