JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Advisor - Hartsdale, NY (North Hartsdale)
$64K
Hartsdale, NY · Full-time · Posted Sep 1, 2026
- Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides comprehensive financial planning and investment advice to individuals and families, building client relationships and delivering personalized solutions.
What you'll do
- Build a book of business and deliver personalized investment solutions through relationship management.
- Educate clients about digital tools and provide financial coaching beyond investments.
- Support teammates and bank goals while acting with integrity and fostering a diverse culture.
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 integrating with key partners.
- Valid and active Series 7 license.
- Valid and active Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses, or obtain each within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Pay
USD 64,380.00-USD 64,380.00 base salary
Model-written summary · the original posting is authoritative