JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor – Middletown, NY
$64K
Middletown, NY · Full-time · Posted Sep 9, 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 offering solutions and referrals to meet their needs.
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 on digital tools and investment channels.
- Support teammates and bank goals while delivering client service 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, relationship management, and integration with key partners; ability and commitment to goals-based planning and advice.
- Valid and active Series 7 license.
- Valid and 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 64,380.00-USD 64,380.00 base salary
Model-written summary · the original posting is authoritative