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, builds client relationships, and connects clients with investment solutions and partner referrals.
What you'll do
- Build a book of business through relationship management and personalized investment solutions.
- Provide holistic financial coaching and goals-based advice, and educate clients about digital tools and channels.
- Support teammates and bank goals while acting 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 integrating with key partners.
- Valid and active Series 7; Series 66 (63/65) required or obtainable within 60 days of starting.
- Life, Health and Long Term Care Insurance license required or obtainable 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