Bilingual Hebrew Private Client Advisor – Wealth & Planning

JPMorgan Chase & Co.; New York (NY); Presencial; USD 95 000 - 180 000; Tempo integral

Resumo da oferta

J.P. Morgan Wealth Management in Brooklyn, NY seeks a Private Client Advisor (bilingual Hebrew) to provide comprehensive financial planning and investment guidance to individuals and families.

You will build a trusted book of business, deliver tailored solutions, and work with Chase partners to deepen client relationships. The role requires active Series 7 and Series 66 licenses, Life/Health/LTC, and fluency in English and Hebrew; we value integrity, client focus, and comfort with digital tools

Qualificações

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Licenses required: Series 7 and Series 66 (63/65) or must be obtained within 60 days of starting in the role as a condition of employment
• Life, Health and Long Term Care Insurance licenses required or must be obtained within 60 days of starting in the role as a condition of employment
• Reading and speaking in both English and Hebrew fluently is required for this role

Responsabilidades

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Conhecimentos

Series 7 license

Series 66 license

Life/Health/LTC license

Hebrew fluency

Client relationship building

Descrição da oferta de emprego

J.P. Morgan Wealth Management in Brooklyn, NY seeks a Private Client Advisor (bilingual Hebrew) to provide comprehensive financial planning and investment guidance to individuals and families.

You will build a trusted book of business, deliver tailored solutions, and work with Chase partners to deepen client relationships. The role requires active Series 7 and Series 66 licenses, Life/Health/LTC, and fluency in English and Hebrew; we value integrity, client focus, and comfort with digital tools