Bilingual Private Client Advisor – Russian

JPMorgan Chase & Co.; New York (NY); On-site; USD 85,000 - 120,000; Full time

Job summary

J.P. Morgan Wealth Management– Private Client Advisor role in Brooklyn, NY seeks an experienced advisor fluent in English and Russian to build client relationships and provide comprehensive investment guidance.

You will work with high-net-worth clients, offering tailored financial planning, ongoing coaching, and access to JPMorgan Chase’s digital tools and advisory platforms. The position emphasizes regulatory compliance, licensing requirements, and a client-centric approach within Chase Wealth

Qualifications

• 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.
• A valid and active Series 7 license.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is 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 Russian fluently is required for this role

Responsibilities

• Champion and support 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 clients by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Explain and educate clients on technology and channels to 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.

Skills

Client acquisition

Relationship building

Goals-based planning

Series 7

Series 66

Life/Health/LTC license

Bilingual English/Russian

Job description

J.P. Morgan Wealth Management– Private Client Advisor role in Brooklyn, NY seeks an experienced advisor fluent in English and Russian to build client relationships and provide comprehensive investment guidance.

You will work with high-net-worth clients, offering tailored financial planning, ongoing coaching, and access to JPMorgan Chase’s digital tools and advisory platforms. The position emphasizes regulatory compliance, licensing requirements, and a client-centric approach within Chase Wealth