JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Queen Central, NY
$66K
Jackson Heights, NY · Full-time · Posted Jun 15, 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 through a relationship-management-focused practice.
What you'll do
- Build a book of business, acquire and maintain client relationships, and provide personalized investment solutions.
- Offer holistic financial coaching and educate clients on digital tools and available investment channels.
- Support teammates and bank goals while maintaining integrity and a focus on clients’ needs.
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 integrating 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
$66,360.00-$66,360.00 USD base salary
Model-written summary · the original posting is authoritative