JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Midwood, Brooklyn, NY (Bilingual Hebrew)
$66K
Brooklyn, NY · Full-time · Posted Jan 15, 2026
- Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Education
- Bachelor’s degree preferred.
About the job
Provides comprehensive financial planning and personalized investment advice to individuals and families, building client relationships and a book of business while focusing on relationship management rather than portfolio management.
What you'll do
- Build a book of business and deliver personalized investment solutions through relationship management.
- Provide holistic financial coaching and educate clients on digital tools and investment channels.
- Support teammates and bank goals while maintaining integrity and fostering diversity.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success acquiring clients, cultivating relationships, and integrating with key partners; ability and commitment to goals-based planning and advice.
- Valid and active Series 7; Series 66 (63/65) license required or obtainable within 60 days of starting.
- Life, Health and Long Term Care Insurance license required or obtainable within 60 days; fluent reading and speaking in English and Hebrew.
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