JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Lower Hudson Valley, NY
$64K
Nanuet, NY +1 · Full-time · Posted Sep 1, 2026
- Location
- Nanuet, NY
Orangeburg, NY - 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, builds client relationships, and connects clients with advised solutions and Chase partners.
What you'll do
- Build a book of business and deliver personalized investment solutions, focusing on relationship management rather than portfolio management.
- Provide holistic financial coaching and educate clients on financial technology and digital banking channels.
- Support teammates and bank goals while acting with integrity and fostering diversity.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, maintaining client relationships, and integrating with key partners.
- Demonstrated ability and commitment to goals-based planning and advice.
- Active Series 7 license; Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses must be active or obtained within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Pay
$64,380.00-$64,380.00 USD base salary; $64,380.00-$64,380.00 USD base salary
Model-written summary · the original posting is authoritative