JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Advisor - Selden, NY
$66K
Selden, NY · Full-time · Posted Sep 3, 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 offering suitable solutions and referrals.
What you'll do
- Build a book of business and deliver personalized investment solutions, focusing on relationship management rather than portfolio management.
- Provide holistic financial coaching, goals-based advice, and education about investment technology and digital banking channels.
- Support teammates and bank goals while fostering diversity and acting with integrity toward clients.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, maintaining client relationships, and partnering with key colleagues.
- Valid and active Series 7; Series 66 (63/65) license 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