JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Advisor - Lawrence, NY
$66K
Lawrence, NY · Full-time · Posted Oct 6, 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 a book of business through advised solutions and referrals.
What you'll do
- Build a book of business and deliver personalized investment solutions, focusing on relationship management rather than portfolio management.
- Educate clients about financial technology and provide coaching on broader financial needs.
- Support teammates and bank goals while fostering client relationships and a culture of diversity.
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