JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Advisor - Manhattan, NY (Midtown West)
$64K
New York, NY · Full-time · Posted Feb 19, 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 through client acquisition and relationship management, with a focus on relationships rather than portfolio management.
- Provide holistic financial coaching and goals-based investment advice, including referrals to Chase partners.
- Educate clients on digital tools and investment channels while supporting team success and bank goals.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success acquiring clients, maintaining relationships, and integrating with key partners.
- Demonstrated ability and commitment to goals-based planning and advice.
- Active Series 7; Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses required or obtainable 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
Model-written summary · the original posting is authoritative