JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Advisor - Thornwood, NY
$64K
Thornwood, NY · Full-time · Posted Sep 1, 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 investment advice to individuals and families, builds client relationships, and delivers personalized investment solutions.
What you'll do
- Build a book of business through relationship management and client acquisition, focusing on relationships rather than portfolio management.
- Provide goals-based financial advice, coaching, and referrals to meet clients’ needs.
- Educate clients about digital tools and channels for managing and monitoring their investments.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success acquiring clients, maintaining relationships, and integrating with key partners.
- Valid and active Series 7; valid and active Series 66 (63/65) license, or obtain within 60 days of starting.
- Valid and active Life, Health and Long Term Care Insurance license, or obtain within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Pay
$64,380.00-$64,380.00 USD base salary
Model-written summary · the original posting is authoritative