JPMorgan Chase
J.P. Morgan Wealth Management – Select Growth Advisor - West Harrison, NY,
$66K
West Harrison, NY · Full-time · Posted Sep 2, 2026
- Experience
- A minimum of 4 years of financial services experience.
About the job
Provides personalized financial planning, investment advice, and relationship support to individuals and families, while helping grow a wealth-management practice.
What you'll do
- Deliver financial plans, investment solutions, account reviews, and financial coaching; communicate proactively with clients, including during market volatility.
- Build and maintain client relationships, collaborate with senior advisors and partner teams, and develop marketing strategies and client events.
- Stay current on investment products and services, and help clients use digital banking tools confidently.
What they ask for
- At least 4 years of financial services experience and demonstrated success cultivating client relationships.
- Demonstrated ability in goals-based planning and advice, with understanding of investment products, services, and market trends.
- Valid, active Series 7, Series 66 (63/65), and Life, Health and Long Term Care Insurance licenses, or obtain them within 60 days of starting.
- Ability to work independently and communicate effectively and professionally with clients and team members.
Nice to have
- Certified Financial Planning (CFP®) or Wealth Management Certified Planner (WMCP) certification.
- Bachelor’s degree.
Pay
USD 66,300.00-USD 66,300.00 base salary
Model-written summary · the original posting is authoritative