JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Monroe Rt 17M
$64K
Monroe, NY · Full-time · Posted Sep 23, 2025
- 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 through a relationship-management focus.
What you'll do
- Build a book of business and provide personalized investment solutions, focusing on relationship management rather than portfolio management.
- Offer holistic financial coaching, goals-based advice, and referrals to deepen client relationships.
- Educate clients about digital tools and channels for managing and monitoring investments.
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.
- Valid and active Series 7 license.
- 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