JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Advisor - Manhattan, NY (Downtown East) Chatham Square/ Union Square/ Astor Place/ Peter Cooper/ Chinatown)
$66K
New York, NY · Full-time · Posted Feb 19, 2026
- Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Education
- Bachelor’s degree preferred.
About the job
Provide comprehensive financial planning and personalized investment advice to individuals and families, building client relationships and helping them use investment services and digital banking tools.
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, goals-based advice, and education about digital tools and investment channels.
- Support teammates and bank goals while fostering diversity and acting with integrity toward clients.
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
$66,360.00-$66,360.00 USD base salary
Model-written summary · the original posting is authoritative