JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Queens, NY (Bilingual Chinese Cantonese/Mandarin)
$66K
Queens, 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 delivering an exceptional investor experience.
What you'll do
- Build a book of business and deliver personalized investment solutions, with a focus on relationship management.
- Provide holistic financial coaching and educate clients on available investment technology and digital banking channels.
- Support teammates and bank goals while fostering a culture of diversity.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
- Demonstrated ability and commitment to goals-based planning and advice.
- Valid and active Series 7; Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses, or obtain them within 60 days of starting.
Nice to have
- Bilingual Chinese Mandarin/Cantonese.
- CFP® certification; bachelor’s degree preferred.
Pay
USD 66,360.00-USD 66,360.00 base salary
Model-written summary · the original posting is authoritative