JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Westchester East
$66K
White Plains, NY +3 · Full-time · Posted Jun 3, 2026
- Location
- White Plains, NY
Rye Brook, NY
Mamaroneck, NY
Rye, NY - 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 personalized solutions and partner referrals.
What you'll do
- Build a book of business and deliver personalized investment solutions through relationship management.
- Provide holistic financial coaching and educate clients on digital tools and channels.
- Support teammates and bank goals while delivering an exceptional investor experience.
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.
- Active Series 7; Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses required or obtainable within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Pay
USD 66,360.00-USD 66,360.00 base salary (White Plains, NY); USD 66,360.00-USD 66,360.00 base salary (Rye Brook, NY); USD 66,360.00-USD 66,360.00 base salary (Mamaroneck, NY); USD 66,360.00-USD 66,360.00 base salary (Rye, NY)
Model-written summary · the original posting is authoritative