JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Queens, NY
$66K
Queens, NY · Full-time · Posted Jan 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 personalized investment advice to individuals and families, building client relationships and delivering an exceptional investor experience.
What you'll do
- Build a book of business and provide personalized investment solutions through relationship management.
- Offer holistic financial coaching, goals-based advice, and referrals to Chase partners.
- Educate clients about digital tools and channels for managing their investments.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, relationship development, and working with key partners.
- 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